Steven Campbell

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

• 03/2021 → 05/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2021 → 05/2022
  Thrivent Advisor Network D/B/A 49 Financial
  Minneapolis, MN
• 03/2019 → 03/2021
  12Th Man Foundation
  College Station, TX
• 05/2017 → 03/2019
  Chocolate Angel
  Richardson, TX
• 09/2016 → 05/2017
  Abounding Home Health Care
  Garland, TX
• 08/2017 → 12/2020
  Texas A And M University
  College Station, TX
• 12/2018 → 03/2021
  Spitfire Sales
  Richardson, TX
• 08/2015 → 05/2017
  Wylie Prepatory Academy
  Wylie, TX
• 05/2022 → 04/2025
  Fidelity Brokerage Services Llc
  Westlake, TX
• 03/2025 → 04/2025
  Fidelity Investments
  Boston, MA
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2025-03-31 → 2025-04-08
  Strategic Advisers Llc
  Boston, MA
• 2024-03-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-02-26
• S63 Uniform Securities Agent State Law Examination
  2021-02-10

Other Names

• Steven Christopher Campbell