Sofya Sergeyevna Preobrazhenskaya

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 02/2026 → 04/2026
  Ubs Financial Services, Inc
  Chicago, IL
• 02/2026 → 04/2026
  Ubs Financial Services, Inc
  Miami, FL
• 02/2024 → 05/2025
  Madewell
  Chicago, IL
• 05/2024 → 12/2024
  Wilson Sporting Goods Co
  Chicago, IL
• 08/2022 → 12/2025
  University Of Illinois Chicago
  Chicago, IL
• 08/2019 → 08/2022
  Myrtle Beach High School
  Myrtle Beach, SC
• 01/2018 → 08/2019
  Myrtle Beach Middle School
  Myrtle Beach, SC
• 09/2010 → 09/2017
  School No. 1231
  Moscow
• 09/2017 → 01/2018
  School No. 1253
  Moscow

Exams

• S66 Uniform Combined State Law Examination
  2026-08-14

Other Names

• Sofya Sergeyevna Preobrazhenskaya
• Sofya S Preobrazhenskaya