Sayaka Collard

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irvine, CA
• 08/2016 → 05/2020
  Chapman University
  Orange, CA
• 05/2017 → 08/2017
  Pacific Island Club Guam
  Tumon

Other Businesses

I*3742303Entity Type: Fiduciary roleName of OBA: C. N. TOD BENEFICIARIES ON FILEAddress: San Francisco, California, 94115Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 02/09/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0Duties: Power of Attorney/Child/Grandchild I*4521287, Entity Type: Charitable Organization , Name of OBA: The Shokooh Foundation, Address: Irvine, California, 92618, Investment Related: N, Position, Title, Association: Board member, Employee Start Date: 05/07/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: help search for charities that focus on helping children. Charitable Organization

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28

Other Names

• Sayaka N Collard