Jeffrey Chatlos

Jeffrey Chatlos is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 24 years of reported work history. Reported roles include Bank of America, N.A., Flat Black Coffee Compnay, Ltd., Bond and Des Voeux.

SEC disclosures list additional business and community activities: I; 123734 Entity Type: Non-Profit Organization Name Of Outside Business Organization: Forbes House Museumi Nvestment Related: No Address Of Business: Milton: My role is to help guide and steward that mission33% shareholder of flat black coffee company, ltd; I have resigned all corporate and management offices i previously held; 1580322 Entity Type: Rental Property Name Of Outside Business Organization: Rental Property 1 Investment Related: No Address Of Business: Meredith; 2213285 Entity Type: Charitable: This will involve oversight and planning discussions, but will not involve actual handling of funds, nor direct solicitation of funds.

Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.