Phoebe Michelle Lok

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

• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2022 → 06/2025
  Bank Of America Securities
  New York, NY
• 06/2021 → 08/2021
  Bank Of America
  New York, NY
• 08/2021 → 05/2022
  Suny Binghamton
  Binghamton, NY
• 11/2020 → 02/2021
  Land's End
  Garden City, NY
• 02/2021 → 06/2021
  Suny Binghamton
  Binghamton, NY
• 05/2019 → 08/2019
  Bank Of America
  New York, NY
• 08/2019 → 11/2020
  Suny Binghamton
  Binghamton, NY
• 06/2018 → 08/2018
  Pierce Country Day School
  Roslyn, NY
• 08/2018 → 05/2019
  Suny Binghamton
  Binghamton, NY
• 09/2014 → 06/2018
  Roslyn High School
  Roslyn Heights, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-01-17

Other Names

• Phoebe Lok