Sayla SherardCRD 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.
Ameriprise Financial Services, LLC
Pension Consultants Inc.
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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