Sean Minshan Chang

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

• 03/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Temple City, CA
• 05/2013 → Present
  Bank Of America, N.A.
  Temple City, CA

Other Businesses

I*549279 For profit or not for profit: Entity For Profit Name of outside business organization: User Testing Investment related: N Address of business: san francisco, California, 94107 Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 12/1/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: User, Give short reviews and user experience.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-25

Other Names

• Minshan Chang
• Sean Chang