Taylor E Chmel

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 08/2018
  Ubs Financial Services
  Pepper Pike, OH
• 01/2016 → 05/2018
  Ubs Financial Services
  Cleveland, OH
• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Euclid, OH
• 08/2018 → 08/2021
  Ubs Financial Services Inc.
  Cleveland, OH
• 08/2021 → 01/2026
  Ubs Financial Services Inc.
  Rocky River, OH
• 03/2026 → Present
  Bank Of America, N.A
  Euclid, OH

Previous Registrations

• 2018-07-03 → 2026-02-10
  Ubs Financial Services Inc.
  Pepper Pike, OH
  Rocky River, OH

Exams

• S66 Uniform Combined State Law Examination
  2018-07-03

Other Names

• Taylor Edward Chmel