Linda Zheng

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

• 06/2018 → 05/2019
  Oppenheimer & Co. Inc
  New York, NY
• 05/2017 → 06/2018
  Ayco, A Goldman Sachs Company
  New York, NY
• 05/2017 → 06/2018
  Goldman Sachs
  New York, NY
• 06/2019 → 11/2025
  Morgan Stanley
  New York, NY
• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2016 → 04/2017
  Unemployed
  New York, NY
• 12/2025 → 02/2026
  Unemployed
  New York, NY
• 04/2026 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2019-06-18 → 2025-09-08
  Morgan Stanley
  New York, NY
• 2019-03-13 → 2019-05-31
  Oppenheimer & Co. Inc.
  New York, NY

Other Businesses

I*: 3935284 Entity Type: Rental Property Name of the other business: Rental Property 1 Whether the business is investment-related: No Address of the other business: Brooklyn, New York Title, or relationship with the other business: Co-owner Start date of your relationship: Sep 2015 Approximate number of hours/months you devote to the other business: 20 hrs mthly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Renting Home

Exams

• S66 Uniform Combined State Law Examination
  2019-03-12