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Shreya Sharma

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cleveland, OH

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-07
OH RA APPROVED 2026-02-17
  • TX RA
    APPROVED
    Since 2026-04-07
  • OH RA
    APPROVED
    Since 2026-02-17

Branch Locations

2065 E 79Th St, Cleveland, OH 44103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Royalton OH 09/2025 Present
Rabe Investment Consulting Group Broadview Heights OH 11/2021 06/2025
High School / College N/A OH 01/2015 10/2021
Ignite Broadview Heights OH 08/2020 09/2020
Chico & Apos Broadview Heights OH 06/2018 06/2019
Bank Of America, N.A. North Royalton OH 12/2025 Present
  • 09/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    North Royalton, OH
  • 11/2021 → 06/2025
    Rabe Investment Consulting Group
    Broadview Heights, OH
  • 01/2015 → 10/2021
    High School / College
    N/A, OH
  • 08/2020 → 09/2020
    Ignite
    Broadview Heights, OH
  • 06/2018 → 06/2019
    Chico & Apos
    Broadview Heights, OH
  • 12/2025 → Present
    Bank Of America, N.A.
    North Royalton, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
  • S66 Uniform Combined State Law Examination
    2026-02-13

View on SEC IAPD

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Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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