Juman Sung

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 06/2024 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 09/2023 → 05/2025
  Vanderbilt University
  Nashville, TN
• 10/2024 → 05/2025
  Vanderbilt University
  Nashville, TN
• 10/2021 → 05/2023
  Colby College
  Waterville, ME
• 01/2023 → 05/2023
  Colby College
  Waterville, ME
• 06/2023 → 08/2023
  Camp Twin Creeks
  Minnehaha Springs, WV
• 02/2021 → 05/2021
  Panera Bread
  State College, PA
• 05/2021 → 08/2021
  Summer Before College
  State College, PA
• 08/2021 → 06/2023
  Colby College
  Waterville, ME
• 08/2023 → 05/2025
  Vanderbilt University
  Nashville, TN
• 05/2025 → 07/2025
  Break Before Work
  State College, PA
• 07/2015 → 01/2021
  State College Area High School
  State College, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-06