Jeffrey Chatlos

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

• 09/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2017 → Present
  Bank Of America, N.A.
  Boston, MA
• 07/2002 → 10/2017
  Flat Black Coffee Compnay, Ltd.
  Boston, MA
• 05/2017 → 08/2017
  Bond And Des Voeux
  Boston, MA

Other Businesses

I*123734 Entity Type: Non-Profit Organization Name of outside business organization: Forbes House MuseumI nvestment related: No Address of business: Milton, Massachusetts 02186 Position, title, association: Advisory Board Member, Start date of relationship: 7/1/2019 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: Museum explores America s birth as a global economic power in the 19th century through the prism of one family s inspiring stories of adventure, innovation, entrepreneurial spirit & civic leadership. My role is to help guide and steward that mission33% shareholder of Flat Black Coffee Company, Ltd. I have resigned all corporate and management offices I previously held.I* 1580322 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Meredith, NH Position, title, association: Co-owner with non-family members Start date of relationship: 01/01/2024 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Co-owner with non-family members/Rental PropertyI*2213285 Entity Type: Charitable, Name of OBA: Forbes House Museum - Barn Committee, Address: Milton, Massachusetts, 02186, Investment Related: No, Position, Title, Association: Committee, Employee State Date: 03/03/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: The FHM Barn Committee will oversee the Vision and Strategy, Funding Plan, Design and Construction, and Operating Plan for the (hopefully) soon to be renovated historic Barn and Carriage House. This will involve oversight and planning discussions, but will not involve actual handling of funds, nor direct solicitation of funds.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-09

Other Names

• Jeffrey George Chatlos
• Jeff Chatlos