Sayla Sherard, financial advisor Springfield MO

Sayla Sherard

CRD Number: 6985807
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sayla Sherard (CRD# 6985807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MO and has over 3 years of experience in the finance industry.

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Pension Consultants Inc.
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield, MO Jul 2018 - Current 4
Jack Henry & Assoc Springfield, MO Jan 2018 - Jul 2018 < 1
Homemaker Springfield, MO May 1998 - Jul 2018 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Sayla Sherard
Phone Number: 800-637-7455
Firm Website: http://www.ml.com
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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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