Sydney Clare O'HAire

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

• 08/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vero Beach, FL
• 06/2020 → 08/2020
  Unemployed
  Vero Beach, FL
• 01/2020 → 05/2020
  Saint Edward's School
  Vero Beach, FL
• 01/2019 → 12/2019
  Part-Time Self-Employed
  Chicago, IL
• 08/2015 → 12/2018
  Full-Time Student At Depaul University
  Chicago, IL
• 05/2023 → Present
  Bank Of America, N.A.
  Vero Beach, FL

Other Businesses

I*2930323 Entity Type: Entity For Profit Name of OBA: Cinematic Reality LLC Address: Asheville, North Carolina, 28806 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/15/2025 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: Event production Producer 1) I am producing physical events that consist of live music and art, therefore, I am collaborating with individual artists. We will not be collaborating with any companies outside the LLC. The LLC is responsible for producing 2-3 events per year. 2) I am collaborating with those at the company on booking artists via phone and email. I also create the digital marketing. All productions are marketed via social media only. I simply provide the digital marketing materials, and their social media manager takes care of it from there.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-09

Other Names

• Sydney Clare Ohaire