Man Huen Chow

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

• 09/2018 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 01/2015 → 08/2018
  Natioinal Datacare Corporation
  Chantilly, VA
• 06/2022 → 06/2024
  Morgan Stanley Smith Barney Llc
  Mclean, VA
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA

Previous Registrations

• 2022-06-30 → 2024-06-21
  Morgan Stanley
  Mclean, VA
• 2020-09-14 → 2022-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-09-12

Other Names

• Kit Chow