Grant Harrison 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

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 08/2019 → 05/2020
  Unemployed
  Bloomington, IN
• 08/2016 → 05/2020
  Indiana University
  Bloomington, IN
• 05/2019 → 08/2019
  The Heritage Group
  Indianapolis, IN
• 08/2018 → 05/2019
  Unemployed
  Bloomington, IN
• 05/2018 → 08/2018
  The Heritage Group
  Indianapolis, IN
• 08/2017 → 05/2018
  Unemployed
  Bloomington, IN
• 05/2017 → 08/2017
  Wolf Run Golf Club
  Zionsville, IN
• 08/2016 → 05/2017
  Unemployed
  Bloomington, IN
• 08/2020 → Present
  Bank Of America, N.A.
  Indianapolis, IN

Other Businesses

I*514135 For profit or not for profit: Entity For Profit Name of outside business organization: Stand up Comedy Investment related: N Address of business: Indianapolis, Indiana, 46225 Nature of business: ["General Partnership"] Position, title, association: ["Other"], Start date of relationship: 7/31/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I do stand up comedy. I usually do 3-5 minute sets., I do stand up at different bars and restaurants in Indianapolis. Mostly just open mic nights.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-24

Other Names

• Grant Weber