Sierra Kay Wojcik

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

• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2021 → 06/2022
  Clemson University
  Clemson, SC
• 06/2021 → 08/2021
  Bank Of America Merrill Lynch
  Charlotte, NC
• 08/2020 → 06/2021
  Clemson University
  Clemson, SC
• 07/2020 → 08/2020
  Merrill Lynch
  New York, NY
• 05/2020 → 07/2020
  Trees Now, Inc.
  Cream Ridge, NJ
• 08/2019 → 05/2020
  Clemson University
  Clemson, SC
• 06/2019 → 07/2019
  Americana Kitchen And Bar
  East Windsor, NJ
• 08/2018 → 05/2019
  Virginia Polytechnic Institute
  Blacksburg, VA
• 06/2018 → 08/2018
  Americana Kitchen And Bar
  East Windsor, NJ
• 08/2017 → 06/2018
  Allentown High School
  Allentown, NJ
• 06/2017 → 07/2017
  Upper Freehold Summer Camp
  Allentown, NJ
• 08/2016 → 06/2017
  Allentown High School
  Allentown, NJ
• 06/2016 → 07/2016
  Upper Freehold Summer Camp
  Allentown, NJ
• 08/2015 → 06/2016
  Allentown High School
  Allentown, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-04-24

Other Names

• Sierra K Wojcik