Sean Sechler

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

• 08/2016 → 06/2017
  Streamline Health
  Atlanta, GA
• 06/2017 → 02/2018
  Extended Travel
  Atlanta, GA
• 02/2018 → 05/2022
  Sean Sechler Copywriting
  Atlanta, GA
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 05/2022 → Present
  Bank Of America, N.A.
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2013-09-03

Other Names

• Sean Jordan Sechler