Sheryl R Brown

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

• 03/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Jacksonville, FL
• 08/2011 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*2670269, Entity Type: Entity For Profit, Name of OBA: D St Property, Address: Jacksonville, Florida, 32206, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 07/29/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Communication with the renter and do upgrade to the property as needed. Rental Property I*2823276 Entity Type: For Profit Name of OBA: A Different Image Living LLC Address:Jacksonville Florida Investment Related:No Position, Title, Association:Owner Start Date:09/05/2025 No Hours: 8 Monthly No Hours during trading:0 Duties:Receive rent and pay necessary bills for the property

Exams

• S66 Uniform Combined State Law Examination
  2006-07-20

Other Names

• Sheryl R. Samuels