Ari S Weber

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

• 11/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Boston, MA
• 05/2013 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*4369268 Entity Type: For Profit Name of OBA: Lenox Landing LLC Address: Charlestown, Massachusetts, 2129 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/15/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: This is a rental property I purchased in Kennebunk, ME at 9 Christensen Lane. Upon approval, I plan to rent this property. I established the LLC to hold the real estate asset for liability purposes. I have hired a property manager to perform all activities surrounding renting and caring for the property. I will not be a part of the rental process

Exams

• S66 Uniform Combined State Law Examination
  2013-02-27

Other Names

• Ari Stern Weber