Chih Han Goh

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

• 07/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pleasanton, CA
• 07/2016 → Present
  Bank Of America, N.A.
  Pleasanton, CA

Other Businesses

I*: 2259273 Entity Type: Charitable Name of OBA: Fremont Chinese School Address: Fremont, CA 94538 Investment Related: No Position, Title, Association: Deputy Principal Employee Start Date: 08/01/2025 Number of Hours: 4 hrs wkly Number of Hours during trading: 0 Duties: Weekend language school to assist on it's operation, it is run by existing student parent volunteering.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-22

Other Names

• Chih Han Goh