Sarah Nicole Kunkle

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

• 07/2022 → Present
  Bank Of America N.A.
  Charlotte, NC
• 08/2018 → 05/2022
  High Point University
  High Point, NC
• 09/2021 → 04/2022
  Blakely Financial
  High Point, NC
• 05/2021 → 08/2021
  Astrazeneca
  Wilmington, DE
• 06/2016 → 12/2021
  Heart And Home
  Wilmington, DE
• 08/2014 → 06/2018
  Padua Academy
  Wilmington, DE

Exams

• S66 Uniform Combined State Law Examination
  2022-11-11