Erik Stephen Beiermeister

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-12-07
NJ	RA	APPROVED	2020-12-04
TX	RA	APPROVED	2020-12-04

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith, Inc.	Florham Park	NJ	03/2001	12/2020
Bank Of America, N.A.	Florham Park	NJ	04/2011	12/2020
Morgan Stanley Smith Barney Llc	Morristown	NJ	12/2020	Present
Morgan Stanley Private Bank, N.A	New York	NY	01/2021	Present

03/2001 → 12/2020

Merrill Lynch, Pierce, Fenner & Smith, Inc.

Florham Park, NJ
04/2011 → 12/2020

Bank Of America, N.A.

Florham Park, NJ
12/2020 → Present

Morgan Stanley Smith Barney Llc

Morristown, NJ
01/2021 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-05-24

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