Lyle Scott Flaugher

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

• 03/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*4130265, Entity Type: Entity Charitable, Name of OBA: Crohn's and Colitis Foundation Long Island Chapter, Address: Garden City, New York, 11530, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 03/24/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: Organizing and executing activities for education, awareness, and community support. Participation in fundraising events, but all monies are handled by the national chapter. a non-profit, volunteer-fueled organization dedicated to finding cures for Crohn's disease and ulcerative colitis, and improving the quality of life of children and adults affected by these diseases.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-06
• S63 Uniform Securities Agent State Law Examination
  1989-08-24

Other Names

• Scott Flaugher