Wilgene Yu Cheng

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

• 03/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY
• 12/2009 → Present
  Bank Of America, Na
  New York, NY

Other Businesses

I*5239270 Entity Type: N/A Name of OBA: D Y Irrev Trust Address: New York, New York, 10021 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/16/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-15
• S63 Uniform Securities Agent State Law Examination
  1996-01-23