Colin William Coppola Sneddon

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albany, CA
• 06/2025 → 04/2026
  Provident Credit Union
  Walnut Creek, CA
• 01/2021 → 06/2025
  Skyline Studios Oakland
  Oakland, CA
• 01/2021 → 12/2021
  Michigan Stars Football Club
  Washington, MI
• 09/2018 → 06/2020
  University Of California Santa Barbara
  Isla Vista, CA
• 01/2015 → 12/2018
  College Of Marin
  Kentfield, CA
• 07/2020 → 12/2020
  Unemployed
  Mill Valley, CA
• 03/2022 → 03/2025
  Unity In Marin
  Novato, CA
• 04/2022 → 05/2022
  Marin Soccer Camps
  Corte Madera, CA
• 07/2026 → Present
  Bank Of America, N.A.
  Albany, CA

Other Businesses

I*: 4509316 Entity Type: For Profit Name of the other business Freelance Audio Engineering Whether the business is investment-related No Address of the other business Oakland, CA Nature of the other business Freelance Audio Engineering Your position Consultant/Independent Contractor Start date of your relationship 04/28/022 Approximate number of hours/month you devote to the other business 5 hrs wkly Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Recording, mixing, and mastering music for local musicians.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-09

Other Names

• Colin W Sneddon