Shanna Nicole Cannon

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

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 12/2018 → 09/2022
  Career Gear Houston
  Houston, TX
• 12/2019 → 02/2021
  Williams-Sonoma/West Elm
  Houston, TX
• 07/2018 → 12/2018
  Houston Community College
  Houston, TX
• 04/2018 → 07/2018
  Mulligans
  Vero Beach, FL
• 09/2017 → 04/2018
  Homemaker
  Killeen, TX
• 03/2017 → 08/2017
  Serco
  Fort Hood, TX
• 06/2016 → 03/2017
  Homemaker
  Killeen, TX
• 01/2023 → Present
  Bank Of America N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-02-08

Other Names

• Shanna Nicole Mobley