Calvin Weijun Zhang

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

• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY
• 02/2020 → 08/2024
  Td Bank Na
  Brooklyn, NY
• 08/2019 → 05/2023
  Bernard Baruch College
  New York, NY
• 02/2017 → 01/2020
  The Saem Cosmetics
  New York, NY
• 09/2015 → 07/2019
  Edward R Murrow High School
  Brooklyn, NY
• 10/2024 → Present
  Bank Of America, N.A.
  Brooklyn, NY

Other Businesses

I*4453266 Entity Type: For Profit Name of OBA: 7615 Sage LLC Address: Brooklyn, New York, 11214 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: Approximately 20% ownership in a LLC that owns a 6 family building in NYC. Serving as a secondary contact to member with majority ownership, who manages the tenants and maintains the property.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-29

Other Names

• Weijun Zhang