Shari Rene White

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

• 03/2013 → 11/2016
  Wells Fargo Advisors Llc
  San Antonio, TX
• 11/2016 → 12/2019
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
• 02/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX

Previous Registrations

• 2013-03-27 → 2020-01-07
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
• 2009-06-01 → 2013-04-08
  Morgan Stanley
  San Antonio, TX
  San Antonio, TX
• 1993-12-23 → 2009-06-01
  Citigroup Global Markets Inc.
  San Antonio, TX
  Fort Collins, CO
  Fort Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2000-05-08
• S63 Uniform Securities Agent State Law Examination
  1993-12-22

Other Names

• Shari Rene White
• Shari White