Edward Lee Raymer

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

• 05/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston-Salem, NC
• 12/2009 → Present
  Bank Of America, N.A.
  Winston-Salem, NC

Previous Registrations

• 2002-06-19 → 2005-05-23
  Jbs Liberty Securities, Inc.
  Winston-Salem, NC

Other Businesses

I*136645 For profit or not for profit: For-Profit Organization Name of outside business organization: Moon Pond, LLC Investment related: No Address of business: Winston Salem, North Carolina 27106 Position, title, association: General Partner Start date of relationship: 3/12/2021 Number of hours devoted: 3 hrs Annually Number of hours devoted during trading hours: 0 Duties: LLC holds beach property. I am the registered agent and one of the member managers. ENTITY TYPE: FIDUCIARY ROLE NAME OF OUTSIDE BUSINESS ORGANIZATION: TRUST POSITION INVESTMENT RELATED: NO ADDRESS OF BUSINESS: WINSTON-SALEM, NORTH CAROLINA 27104 POSITION, TITLE, ASSOCIATION: REMOVE AND APPOINT SUCCESSOR TRUSTEE START DATE OF RELATIONSHIP: 1/1/2013 NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REMOVE AND APPOINT SUCCESSOR CORPORATE TRUSTEE I*: 2970274 Entity Type: Fiduciary role Name of OBA: E. E. R.r, Jr Trust Address: Winston Salem, NC 27106 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/10/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/father's revocable trust I*: 2969277 Entity Type: Fiduciary role Name of OBA: Father Address: Winston Salem, NC 27106 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/10/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-20
• S63 Uniform Securities Agent State Law Examination
  2000-04-14