Cyrus Chan, financial advisor Palo Alto CA

Cyrus Chan

CRD Number: 5335048
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cyrus Chan (CRD# 5335048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto, CA Feb 2018 - Current 6
Unemployed San Francisco, CA Aug 2017 - Jan 2018 < 1
San Francisco Municipal Transportation Agency San Francisco, CA Mar 2017 - Jul 2017 < 1
Merrill Lynch Mill Valley, CA May 2007 - Mar 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Cyrus Chan
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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