Sydney M Colson

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

• 06/2021 → 11/2021
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2020 → 01/2021
  Savant Wealth Management
  Rockford, IL
• 01/2020 → 05/2020
  Orion
  Omaha, NE
• 05/2019 → 08/2019
  Ameriprise Financial, Inc.
  Rockford, IL
• 08/2018 → 05/2021
  Creighton University
  Omaha, NE
• 11/2016 → 08/2018
  Chick Fil A
  Rockford, IL
• 08/2016 → 05/2018
  Jefferson High School
  Rockford, IL
• 01/2019 → 11/2019
  Creighton University
  Omaha, NE
• 12/2021 → 07/2025
  Raymond James And Associates, Inc.
  St.PEtersburg, FL
• 08/2024 → Present
  Burwell Realty
  Clearwater, FL
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
• 10/2025 → Present
  Bank Of America, N.A.
  Saint Petersburg, FL

Previous Registrations

• 2022-05-04 → 2025-08-04
  Raymond James & Associates, Inc.
  Rockford, IL
  St. Petersburg, FL

Other Businesses

I*2742295 Entity Type: For Profit Name of OBA: Burwell Realty Address:Clearwater Florida Investment Related:No Position, Title, Association:N/A Start Date:08/01/2024 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Real Estate None

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-29
• S63 Uniform Securities Agent State Law Examination
  2021-09-24

Other Names

• Sydney Marie Colson