Costa J Chakeris

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

• 06/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 06/2011 → Present
  Bank Of America,N.A.
  Charleston, SC

Other Businesses

1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION2.NAME OF OUTSIDE BUSINESS ORGANIZATION: JOCOTA3.INVESTMENT RELATED: N4.ADDRESS OF BUSINESS:MT PLEASANT, SOUTH CAROLINA 294126.POSITION, TITLE, ASSOCIATION: OWNER, 7.START DATE OF RELATIONSHIP: 1/3/20118.NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 010.DUTIES: REAL ESTATE HOLDING FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PERSONAL RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:CHARLESTON, SOUTH CAROLINA 29412NATURE OF BUSINESS: OTHER,OWNED PERSONALLYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2016NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY - DISCUSSED WITH MANAGER- HE ADVISED STARTINGFOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PERSONAL RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:CHARLESTON, SOUTH CAROLINA 29412NATURE OF BUSINESS: OTHER,PERSONAL RENTAL PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2016NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PERSONAL RENTAL PROPERTY - DISCUSSED WITH MANAGER AND HE ADVISED ON FORM COMPLETION I*93853FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PERSONAL RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:MT PLEASANT, SOUTH CAROLINA 29464NATURE OF BUSINESS: OTHER,PERSONAL RENTAL PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2016NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PERSONAL RENTAL PROPERTY - SPOKE WITH MANAGER AND HE ASSIST IN AIM COMPLETION I*110766FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CAPERS LANE LLCINVESTMENT RELATED: NADDRESS OF BUSINESS:MT PLEASANT, SOUTH CAROLINA 29464NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/29/2017NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: REAL ESTATE HOLDING I*110765For profit or not for profit: For-Profit OrganizationName of outside business organization: ANGCOS Properties LLCInvestment related: NAddress of business:Mt Pleasant, South Carolina 29464Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 11/29/2017Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: real estate holding I* 1728265For profit or not for profit: Entity For ProfitName of outside business organization: Salt Landing LLCInvestment related: noAddress of business: Charleston, SC, 29413Nature of business: Limited Liability CompanyPosition, title, association: OtherStart date of relationship: 11/22/2016Number of hours devoted: 0 yearly Number of hours devoted during trading hours: 0Duties: Ownership in family farm. No expected responsibilities. I*2267263, Entity Type: , Name of OBA: Carolina Yacht Club, Address: Charleston, South Carolina, 29401, Investment Related: N, Position, Title, Association: ["Committee"], Employee State Date: 04/02/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: Assisting in planning social events.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-19
• S63 Uniform Securities Agent State Law Examination
  1993-09-03

Other Names

• Costa Chakeris
• Costa T Chakeris
• Constantine Themistocles Chakeris
• Costa Themistocles Chakeris