Sidharath Sakhuja

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

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2023 → Present
  Bank Of America N.A.
  Chicago, IL
• 01/2015 → 10/2022
  Self
  Chicago, IL
• 07/2019 → 05/2020
  Dilko English
  Kadikoy/ Istnabul
• 08/2017 → 05/2020
  Self
  Kadikoy/ Istanbul
• 10/2016 → 05/2017
  Ama, American Academy
  Ho Chi Minh

Other Businesses

Name of the other business Rental PropertyWhether the business is investment-related N/AAddress of the other business Novi, MI 48377Nature of the other business Rental PropertyYour position Co-ownerTitle, or relationship with the other business Co-ownerStart date of your relationship 08/2013Approximate number of hours/month you devote to the other business < 1Number of hours you devote to the other business during securities trading hours 0Briefly describe your duties relating to the other business Passive Investor I*1179271For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Novi, Michigan, 48377, United StatesNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/17/2023Number of hours devoted: 6 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*2156323, Entity Type: , Name of OBA: Rental Property 2, Address: Chicago, Illinois, 60657, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 02/01/2025, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28

Other Names

• Sid Sakhuja