Callie Perallon

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

• 05/2016 → 09/2019
  Union Banc Investment Services
  San Diego, CA
• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA

Previous Registrations

• 2016-05-18 → 2019-10-01
  U.S. Bancorp Advisors, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2014-06-02 → 2016-05-10
  J.P. Morgan Securities Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
  El Cajon, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-05-30
• S63 Uniform Securities Agent State Law Examination
  2013-06-06

Other Names

• Callie Sue Cazzanigi
• Callie Sue Taylor
• Callie Taylor