Sherri A Lange

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

• 04/2010 → Present
  Ust/Bank Of America
  Chicago, IL

Other Businesses

I*4602268 Entity Type: N/A Name of OBA: WILLIAM J LANGE TTEE SHERRI A LANGE TTEE U/A DTD 07/16/2024 Address: Wheaton, Illinois, 60187 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/16/2024 Number of Hours: 0, Monthly Number of Hours during trading: 0, Monthly Duties: Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2012-06-16

Other Names

• Sherri Lange