Sierra Ford

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

• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Novi, MI
• 10/2023 → 11/2024
  Planning Alternatives
  Birmingham, MI
• 08/2018 → 07/2023
  Jp Morgan Chase
  Plano, TX
• 01/2014 → 05/2018
  Oakwood University
  Huntsville, AL
• 06/2023 → 07/2023
  Alto Experience
  Dallas, TX
• 01/2025 → Present
  Bank Of America, N.A.
  Novi, MI

Other Businesses

I*2116281, Entity Type Entity For Profit, Name of OBA: N O LLC Address: Ypsilanti Michigan 48198 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/01/2022 No Hours: 1 monthly No Hours during trading: 0 Duties: I am the owner of this LLC. However, I have not engaged in any business activities. I*2117287, Entity Type Entity Charitable, Name of OBA: Seventh-Day Adventist Church Address: Ypsilanti Michigan 48197 Investment Related: No Position, Title, Association: Committee, Treasurer, Board Member Employee Start Date:01/01/2023 No Hours: 5 monthly No Hours during trading: 0 Duties: This is my church and I am part of a team that assist in developing the church budget. I also assist with keeping track of the amount of inflows and outflows of funds. I am on the finance committee at my church and the assistant treasurer

Exams

• S66 Uniform Combined State Law Examination
  2025-01-23

Other Names

• Sierra Deanyce Ford