Steven Charles Gerisch

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

• 07/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2018 → 07/2018
  Metroplex Management Group
  Dallas, TX
• 09/2019 → 09/2020
  Equitable Advisors, Llc
  New York, NY
• 05/2021 → 11/2021
  Randstad
  Irving, TX
• 07/2021 → 10/2021
  Wells Fargo Clearing Services, Llc
  Irving, TX
• 11/2020 → 09/2021
  J.P. Morgan Securities Llc
  Frisco, TX
• 11/2021 → 07/2022
  Etoro
  Hoboken, NJ
• 09/2017 → 04/2018
  Unemployed
  Granite Bay, CA
• 08/2018 → 06/2019
  Unemployed
  Dallas, TX
• 10/2020 → 10/2020
  Unemployed
  Dallas, TX
• 09/2022 → 08/2024
  J.P. Morgan Securities Llc
  Plano, TX
• 09/2022 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 08/2022 → 08/2022
  Unemployed
  Plano, TX
• 10/2021 → 07/2022
  Etoro Usa Securities Inc
  Hoboken, NJ
• 05/2021 → 11/2021
  Wells Fargo
  Irving, TX
• 06/2017 → 08/2017
  Five Star Sports
  Shenzhen
• 06/2014 → 05/2017
  Unemployed
  Sacremento, CA
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 09/2024 → 05/2025
  Unemployed
  Dallas, TX
• 01/2025 → 06/2025
  Bluecrest Financial
  Dallas, TX
• 01/2025 → 06/2025
  Mass Mutual Life Insuance
  Dallas, TX
• 08/2015 → 05/2019
  Southern Methodist University
  Dallas, TX
• 09/2025 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Previous Registrations

• 2022-11-24 → 2024-08-16
  J.P. Morgan Securities Llc
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX

Other Businesses

I*2609286, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: uber eats Address: DallasTexas75001 Investment Related: No Position, Title, Association: Employee Employee Start Date: 10/07/2024 No Hours: 5 monthly No Hours during trading: 0 Duties: driving after business hours delivering food, delivery

Exams

• S66 Uniform Combined State Law Examination
  2022-11-02
• S63 Uniform Securities Agent State Law Examination
  2020-01-21

Other Names

• Steve Gerisch
• Steven Gerisch
• Steven C Gerisch
• Stevecaro Gerisch
• Steven Charles Gerisch