Charul Bharat

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

• 06/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodstock, GA
• 08/2023 → 09/2024
  Bank Of America N.A.
  Marietta, GA
• 06/2006 → 08/2023
  Bank Of America N.A.
  Marietta, GA
• 11/2024 → Present
  Bank Of America, N.A.
  Woodstock, GA

Other Businesses

I*: 2061261 Entity Type: Entity For Profit Name of OBA: Blue Mango Properties LLC Address: Roswell, GA 30075 Investment Related: No Position, Title, Association: Employee Start Date: 08/03/2023 Number of Hours: 0 Number of Hours during trading: 0 Duties: Manage rental properties. Partner

Exams

• S66 Uniform Combined State Law Examination
  2024-12-04