Sharon Wei

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dublin, OH
• 05/2003 → Present
  Pacific Passage Llc Dba Sharon Wei Designs
  Dublin, OH
• 10/2018 → 04/2019
  H&R Block
  Dublin, OH
• 10/2017 → 04/2018
  H&R Block
  Dublin, OH
• 08/2019 → Present
  Bank Of America, N.A.
  Dublin, OH

Other Businesses

Pacific Passage LLC DBA Sharon Wei Designs NON Investment related 7652 Sawmill Rd Ste 381, Dublin, OH 43016 Jewelry Design I am the sole member/sole proprietor/owner Start date: 5/2003 Average hours per week: 0-5 on weekends. I*405264, Entity Type: Entity For Profit, Name of OBA: Pacific Passage LLC DAB Sharon Wei Designs, Address: Dublin, Ohio 43016, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/01/2003, No Hours: 8, No Hours during trading: 0, Duties: Jewelry design

Exams

• S66 Uniform Combined State Law Examination
  2019-09-26

Other Names

• Sharon Wei
• Sharon Burns
• Sharon Frank
• Sharon Wei Frank