Byron Lee Stevens

$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:

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2022-05-26
TX	RA	APPROVED_RES	2009-12-14
IL	RA	APPROVED	2009-12-07
IN	RA	APPROVED	2009-12-07

Branch Locations

Pearson, WI • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner, & Smith Incorporated	Indianapolis	IN	12/2009	Present
Bank Of America, N.A.	Indianapolis	IN	12/2009	Present

12/2009 → Present

Merrill Lynch, Pierce, Fenner, & Smith Incorporated

Indianapolis, IN
12/2009 → Present

Bank Of America, N.A.

Indianapolis, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-05

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