Mu San 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

• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 10/2024 → 05/2025
  Self-Employed - Consultancy Services
  Belmont, CA
• 05/2025 → 08/2025
  Unemployed
  Belmont, CA
• 02/2024 → 10/2024
  Unemployed
  Belmont, CA
• 08/2016 → 02/2024
  Carbon, Inc
  Redwood City, CA
• 10/2025 → Present
  Bank Of America, N.A
  San Francisco, CA

Other Businesses

I*2782278Entity Type: CharitableName of OBA: Footsteps Child Care, IncAddress:Belmont CaliforniaInvestment Related:NoPosition, Title, Association:Board MemberStart Date:09/22/2025No Hours: 4 MonthlyNo Hours during trading:0 MonthlyDuties:Footsteps Child Care, Inc. provides infants, children, youth and their families with quality programs in a safe, nurturing and enriching environment.Requested by founder to take on Board of Director position in late fall 2025 I*2786316Entity Type: N/AName of OBA: Belmont Community FoundationAddress:Belmont CaliforniaInvestment Related:NoPosition, Title, Association:N/AStart Date:03/03/2025No Hours: 6 MonthlyNo Hours during trading:0 MonthlyDuties:Resident-led non-profit group created to support community projects that will improve the City of Belmont.Community partners coordinator and group member. Working closely with core group to help organize events for fundraising and marketing activities. I*2787272Entity Type: N/AName of OBA: A.Z.H. TTEE M.Z. TTEE U/A DTD 03/29/2022 RAddress:Belmont CaliforniaInvestment Related:NoPosition, Title, Association:Co-TrusteeStart Date:03/29/2022No Hours: 3 YearlyNo Hours during trading:0 YearlyDuties:Co-Trustee for Self, Spouse I*3090266, Entity Type: Entity For Profit, Name of OBA: SuperFoam, Address: Riverside, California, 92501, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 11/03/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Provide technical feedback to productization and technical feasibility. Technical and scientific consultant to this start up. They are seeking my expertise in chemistry.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-30

Other Names

• Nancy Zhang
• Mu San Nancy Zhang