Boris Chiporukha

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

• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2015 → 09/2024
  Capital One Bank, N.A
  New York, NY

Other Businesses

I*2037271, Entity Type: Entity For Profit Name of OBA: WEST COURT GROUP LLC Address: Oakland, NJ 07436 Investment Related: N Position, Title, Association: Owner Employee Start Date: 10/14/2024 No Hours: 1 No Hours during trading: 0 Duties: LLC currently holds no real estate, only $2,000 in the deposit account to hold the LLC open. Intention is to purchase a property but not for rental purposes.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-13
• S63 Uniform Securities Agent State Law Examination
  2025-02-24