Donald William Sheldon

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

• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 02/2022 → 04/2022
  Powered Ventures Inc Dba Duffl
  Tucson, AZ
• 10/2015 → 02/2022
  Starbucks Coffee Company
  Tucson, AZ
• 03/2023 → Present
  Bank Of America, N.A.
  Tucson, AZ

Other Businesses

I*: 2091276 Name of OBA: Southern Arizona Gamers Association Address: Tucson, AZ 85711 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Raise awareness and help organize events.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-05

Other Names

• Donald W Sheldon