Glenn H Steinberg

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

• 03/2009 → Present
  Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated
  Pennington, NJ
• 07/2011 → Present
  Bank Of America, N.A.
  Pennington, NJ

Previous Registrations

• 2008-03-07 → 2008-12-04
  Blackrock Investment Management, Llc
  Princeton, NJ
• 2005-02-04 → 2008-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ

Other Businesses

I*3889267 Entity Type: N/A Name of OBA: A S Address: Manalapan, New Jersey, 7726 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/21/2025 Number of Hours: 20, Yearly Number of Hours during trading: 0, Yearly Duties: Parents

Exams

• S66 Uniform Combined State Law Examination
  2005-02-03

Other Names

• Glenn H Steinberg
• Glenn Howard Steinberg
• Glenn Steinberg