Stephanie Lesko Kuzmanovski

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

• 08/2020 → 05/2021
  Equitable Advisors, Llc
  New York, NY
• 10/2016 → Present
  Heritage House Sotheby's International Realty
  Shrewsbury, NJ
• 09/2016 → 05/2020
  Bryant University
  Smithsfield, RI
• 06/2019 → 08/2019
  Merrill Lynch
  New York, NY
• 07/2018 → 08/2018
  Lighthouse Financial Advisors, Inc
  Red Bank, NJ
• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2025 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

Heritage House Sotheby's International Realty, Shrewsbury, NJ, 10/2016 to Present, Referral Agent

Exams

• S66 Uniform Combined State Law Examination
  2021-11-01
• S63 Uniform Securities Agent State Law Examination
  2021-01-29

Other Names

• Stephanie Lesko
• Stephanie Ann Lesko