Sheila A Camara

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

• 11/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI

Other Businesses

I*4422284, Entity Type,Entity Charitable Name of OBA: Portsmouth Free Public Library Address: PortsmouthRhode Island02871 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 06/09/2026 No Hours: 1 monthly No Hours during trading: 0 Duties: I have been asked to become a member of the Finance Committee serving as Treasurer for the Library The Treasurer in the role is not responsible for daily operations or bookkeeping. They with the finance committee provide oversight for the use of funds, transparency and compliance. The Portsmouth Free Public Library located in Portsmouth RI is a community resource offering books, programs and services for all ages. Their mission is to support lifelong learning.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-20

Other Names

• Sheila Ann Camara
• Sheila Camara
• Sheila Ann Smith