Lloyd Paul Lederman

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

• 09/2006 → Present
  Bank Of America N.A.
  New York, NY
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2008-03-13 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
  Boston, MA
  New York, NY

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: SELFINVESTMENT RELATED: ADDRESS OF BUSINESS: NEW YORK, NEW YORK UNITED STATES OF AMERICA 10025NATURE OF BUSINESS: SOLE PROPRIETORSHIP POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/7/2009NUMBER OF HOURS DEVOTED: 5 ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: DUTIES: REAL ESTATE BROKER. I WILL BE ACTING AS A REAL ESTATE BROKER OF RECORD FOR THE PURCHASE OF A HOME FOR MYSELF AND MY WIFE. I*1521263For profit or not for profit: Entity CharitableName of outside business organization: Rescue Hook & Ladder Company #1 of Roslyn, NYInvestment related: NAddress of business: Roslyn Heights, New York, 11577, United StatesNature of business: ["Civic League or Social Welfare Organization"]Position, title, association: ["Officer"], Start date of relationship: 11/13/2023Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Fire/Rescue and EMS Volunteer Department - Taking on a new officer role as President of the department. Responsibilities include looking after department property and arranging for repairs or improvements. Oversight over the other officers and membershi I*2776264, Entity Type: , Name of OBA: A Oko 2025 Irrevocable Trust, Address: Forest Hills, New York, 11375, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 08/20/2025, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3279272, Entity Type: , Name of OBA: Z L, Address: Hollywood Beach, Florida, 33019, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/05/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3279273, Entity Type: , Name of OBA: A L Address: Hollywood Beach, Florida, 33019, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/05/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2008-03-07

Other Names

• Lloyd Paul Ledeman