Caleb Joseph Mu-Hao Cissna

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

• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 01/2023 → 02/2026
  Transwest Co
  Seattle, WA
• 07/2021 → 12/2022
  Red Carpet Valet
  Seattle, WA
• 05/2024 → 02/2026
  Page One Automotive
  Seattle, WA
• 10/2024 → Present
  Columbia Hospitality
  Snoqualmie, WA
• 09/2017 → 06/2021
  Inglemoor High School
  Kenmore, WA
• 09/2015 → 08/2017
  Kenmore Junior High School
  Kenmore, WA
• 09/2021 → 06/2025
  Seattle Pacific University
  Seattle, WA

Other Businesses

I*: 4012300Entity Type: For ProfitName: Columbia Hospitality - Salish LodgeInvestment-related: NoAddress: Snoqualmie, WA Position: EmployeeStart date: 03/18//2026Approximate time: 6 hours/monthHours during trading: 0Duties: Hospitality industry. Park guest vehicles, greet guests, provide bell services for guests, light cleaning duties

Exams

• S66 Uniform Combined State Law Examination
  2026-05-01

Other Names

• Caleb J Cissna