Cole Matthew Mchargue

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

• 09/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Venice, FL
• 07/2017 → 07/2020
  Robert Half
  Cincinnati, OH
• 09/2016 → 07/2017
  General Electric
  Cincinnati, OH
• 07/2020 → 09/2020
  Unemployed
  Sarasota, FL
• 10/2020 → Present
  Bank Of America, N.A.
  Venice, FL

Other Businesses

I*1250282 For profit or not for profit: Entity Charitable Name of outside business organization: Venice Arts Center Investment related: No Address of business: Venice, Florida, 34285 Nature of business: Charitable Organization Position, title, association: Committee, Finance committee Start date of relationship: 5/15/2023 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 3 Duties: The Mission of the Venice Art Center is to provide cultural resources to the community and to enhance the knowledge and appreciation of all forms of visual arts I*: 2182257 Entity Type: Charitable Name of OBA: Venice Nokomis Rotary Club Address: Venice, FL 34285 Investment Related: No Position, Title, Association: Officer Employee Start Date: 1/30/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 1 hr wkly Duties: To raise money to support youth activities and development in Venice, to raise money for Dementia research I*: 1362282 Entity Type: Charitable Name of OBA: Venice Symphony Address: Venice, FL 34285 Investment Related: No Position, Title, Association: Committee, Treasurer Employee Start Date: 06/20/2023 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Responsibilities of the new role are to coordinate getting the financial statements from the account, presenting the analysis of the financial statements to the finance committee and the board, and coordinating with the CEO on the budget every year.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-17