Walter Wolf Chayes

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

• 07/1984 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
• 05/2011 → Present
  Bank Of America, N.A.
  El Paso, TX

Other Businesses

I*69914 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EL PASO HOLOCAUST MUSEUM INVESTMENT RELATED: N ADDRESS OF BUSINESS: EL PASO, TEXAS 79912 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 03/19/2014 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MEMBER OF BOARD OF DIRECTORS

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-24
• S63 Uniform Securities Agent State Law Examination
  1984-10-10

Other Names

• Walter W Chayes