Fred S Khalaf

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

• 06/1991 → Present
  Skywood Trading Post
  Woodside, CA
• 08/1992 → Present
  Khalaf Enterprises, A California Limited Partnership
  San Francisco, CA
• 08/1992 → Present
  Khalaf Enterprises, A California Limited Partnership
  San Francisco, CA
• 06/1991 → Present
  Skywood Trading Post
  Woodside, CA
• 01/2012 → Present
  Bank Of America, N.A.
  Tyler, TX

Other Businesses

KHALAF PROPERTIES - REAL ESTATE INVESTMENTS ' 2 HOURS PER MONTH ' 0 HOURS DURING TRADING HOURS I*: 2311302 Entity Type: Charitable Name of OBA: All Saints Episcopal School Address: Tyler, TX 75701 Investment Related: No Position, Title, Association: Board member Employee Start Date: 07/01/2025 Number of Hours: 6 hrs annually Number of Hours during trading: 0 Duties: K-12 private school. The role of the board is to select the head of school and to assist the head of school to promote the success of the school. The board does not make operational decisions.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-21

Other Names

• Fred Khalaf
• Fuad Shawqi Khalaf
• Fuad Shawgi Khalaf