Charbel Abou Naoum

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

• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 10/2021 → Present
  Aldi
  Cranston, RI
• 02/2025 → 02/2026
  Bank Of America
  Providence, RI
• 01/2022 → 12/2024
  Rhode Island College
  Providence, RI
• 03/2016 → 09/2021
  Unemployed
  Providence, RI

Other Businesses

I*3852270, Entity Type Entity For Profit, Name of OBA: Aldi Address: CranstonRhode Island02920 Investment Related: No Position, Title, Association: Employee Employee Start Date: 10/13/2021 No Hours: 8 weekly No Hours during trading: 0 Duties: I will be a store associate. (Cashier, or working on the floor). Just for making more money on the side.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-16