Sharon Ilene Yerkes

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

• 10/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 11/2014 → Present
  Bank Of America, N.A.
  Doylestown, PA

Other Businesses

I*497600, Entity Type: Entity For Profit, Name of OBA: Rental Property, Address: Orlando FL, 32821, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 01/01/2015, No Hours: 0, No Hours during trading: 0, Duties: Time Share. I*3682267, Entity Type: , Name of OBA: MLPF& S CUST FPO MR M Y IRA FBO MR M Y, Address: Doylestown, Pennsylvania, 18901, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/28/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3696276, Entity Type: , Name of OBA: MR M YE, Address: Doylestown, Pennsylvania, 18901, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/30/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-24
• S63 Uniform Securities Agent State Law Examination
  1987-02-26

Other Names

• Sharon I Yerkes