Cheryl Walter Tobin

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

• 11/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 04/2016 → 11/2016
  United Capital Financial Advisers Llc
  Langhorne, PA
• 02/2022 → Present
  Bank Of America, N.A.
  Doylestown, PA

Other Businesses

I*2215353, Entity Type: Fiduciary role Name of OBA: R F W , Address: Doylestown, Pennsylvania, 18901, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 02/25/2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: POA/immediate family member. I*1922313 Entity Type: Fiduciary role Name of OBA: M. J. M W. IRA XXX-XXXXX Address: Doylestown, Pennsylvania, 18901 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/16/2024 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Parents

Exams

• S66 Uniform Combined State Law Examination
  2019-11-20

Other Names

• Cheryl Ann Walter
• Cheryl Walter Tobin
• Cheryl A Walter
• Cheryl Waltertobin
• Tobin Cheryl Walter