Jeremy Scott Walier

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

• 09/2013 → 11/2016
  Lpl Financial
  Charlotte, NC
• 11/2016 → Present
  Merrill Lynch Pierce Fenner & Smith
  Charlotte, NC

Previous Registrations

• 2013-09-12 → 2016-11-30
  Lpl Financial Llc
  Fort Mill, SC
  Fort Mill, SC
• 2013-04-23 → 2013-09-04
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

I*3159276 Entity Type: Entity For Profit Name of OBA: Greiner Family II, LLC Address: Williamsville, New York, 14221 Investment Related: No Position, Title, Association: Other Employee Start Date: 12/01/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: The LLC was established for the purpose of ownership of family lands located in the Adirondack Park of the State of New York, held in common by the Members (my mother¿s immediate family). I will be taking over my mother's roll as a Member, joining her siblings. I pay her portion of the property taxes, which are collectively paid to the State of New York by our 3 Managing Members.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-22
• S63 Uniform Securities Agent State Law Examination
  2001-10-25