Sydney A Wade

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

• 08/2022 → Present
  Merrill Lynch
  Billings, MT
• 07/2018 → 07/2022
  True North Financial
  Billings, MT
• 05/2014 → 07/2018
  Ebms
  Billings, MT

Other Businesses

I*: 2240274 Entity Type: HOA Name of OBA: Cherry Creek II HOA Address: Billings, MT 59102 Investment Related: No Position, Title, Association: Board member Employee Start Date: 4/1/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: A Board member of the Homeowners Association I currently own a home in. I will be responsible for maintaining accurate records of all board meetings, including agendas and minutes and keeping residents informed about HOA matters

Exams

• S66 Uniform Combined State Law Examination
  2023-06-06

Other Names

• Sydney Anne Wade
• Sydney Anne Madriz