Scott Robert Blair

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2006-03-16
NJ	RA	APPROVED	2002-12-19

NY RA
APPROVED

Since 2021-04-19
TX RA
APPROVED

Since 2006-03-16
NJ RA
APPROVED

Since 2002-12-19

Branch Locations

300 Broadhollow Rd, Melville, NY 11747 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	12/2002	Present
Bank Of America, Na	Bohemia	NY	12/2009	Present

12/2002 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
12/2009 → Present

Bank Of America, Na

Bohemia, NY

Previous Registrations

2002-03-28 → 2003-01-14

Ubs Financial Services Inc.

Melville, NY

Other Businesses

I*515887For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: massapequa, New York, 11758Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/1/2021Number of hours devoted: 0 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: ,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-02-26

S66 Uniform Combined State Law Examination

2001-02-26

View on SEC IAPD