Chris Ann Barnish-Zusin

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

• 09/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jenkintown, PA
• 09/2009 → Present
  Bank Of America, Na
  Doylestown, PA

Other Businesses

I*6143FOR PROFIT OR NOT FOR PROFIT: NAME OF OUTSIDE BUSINESS ORGANIZATION: FZ & CHRIS BARNISH-ZUSININVESTMENT RELATED: ADDRESS OF BUSINESS:JAMSION, PENNSYLVANIA 18929NATURE OF BUSINESS: ,POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 5/19/2018NUMBER OF HOURS DEVOTED: 0 HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: I*113553For profit or not for profit: For-Profit OrganizationName of outside business organization: Chris Barnish-ZusinInvestment related: NAddress of business:Jamsion, Pennsylvania 18929Nature of business: Corporation,Position, title, association: Other, Timeshare ownerStart date of relationship: 4/9/2018Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: We own a Marriott Time Share and on occasion, when we can't use our weeks we rent them. I*: 2600265 Entity Type: Fiduciary Role Name of OBA: MLPF& S CUST FBO MO DCSD IRA FBO GO Address: Doylestown, Pennsylvania, 18902 Investment Related: NO Position, Title, Association: Power of Attorney Employee Start Date: 07/07/2025 No Hours: 2 YEARLY No Hours during trading: 2 YEARLY Duties: N/A I*: 2600266 Entity Type: Fiduciary Role Name of OBA: GO Address: Doylestown, Pennsylvania, 18902 Investment Related: NO Position, Title, Association: Power of Attorney Employee Start Date: 07/07/2025 No Hours: 2 YEARLY No Hours during trading: 2 YEARLY Duties: N/A I*: 2600267 Entity Type: Fiduciary Role Name of OBA: MLPF& S CUST FPO GC IRRA FBO GC Address: Doylestown, Pennsylvania, 18902 Investment Related: NO Position, Title, Association: Power of Attorney Employee Start Date: 07/07/2025 No Hours: 2 YEARLY No Hours during trading: 2 YEARLY Duties: N/A

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-06
• S63 Uniform Securities Agent State Law Examination
  1995-11-22

Other Names

• Chris Ann Colquhoun
• Chris A Barnish
• Chris Ann Barnish