Lilly A Shuhda

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-06

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	08/2025	Present
A.P. Moller Maersk	Woodlands	TX	01/2023	07/2025
Auburn University	Auburn	AL	08/2019	05/2023
Moe's Original Bbq	Auburn	AL	08/2021	05/2023
Auburn University	Auburn	AL	07/2020	05/2022
Deerfield Academy	Deerfield	MA	08/2014	06/2019
Dhl	Mcdonough	GA	05/2022	08/2022

08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
01/2023 → 07/2025

A.P. Moller Maersk

Woodlands, TX
08/2019 → 05/2023

Auburn University

Auburn, AL
08/2021 → 05/2023

Moe's Original Bbq

Auburn, AL
07/2020 → 05/2022

Auburn University

Auburn, AL
08/2014 → 06/2019

Deerfield Academy

Deerfield, MA
05/2022 → 08/2022

Dhl

Mcdonough, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-05

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