Steven Todd Strong

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

• 02/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 12/2009 → Present
  Bank Of America, Na
  Tucson, AZ

Other Businesses

I*3844268 Entity Type: N/A Name of OBA: S T S TTEE K S TTEE U/A DTD 07/31/2024 Address: tucson, Arizona, 85715 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/26/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-01
• S63 Uniform Securities Agent State Law Examination
  1990-04-06

Other Names

• Steven Strong
• Steve Strong