Glenn Richard Weisner

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

• 02/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH
• 05/2014 → Present
  Bank Of America, N.A.
  Toledo, OH

Previous Registrations

• 1999-08-18 → 2014-03-10
  Ubs Financial Services Inc.
  Sylvania, OH
  Toledo, OH

Other Businesses

GLENN RIVER FLY CO LTD. - SINGLE OWNER NON-INVESTMENT RELATED BUSINESS I HAVE BEEN TYING FLIES FOR FLY-FISHING MY ENTIRE LIFE. GLENN RIVER FLY CO. LTD, A COPY I FORMED OVER 10 YEARS AGO, IS ONLY USED WHEN I AM GIVING FLY-TYING LESSONS OR SELLING FLY-TYING KITS AND INSTRUCTIONAL FLY-TYING DVD'S.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-20
• S63 Uniform Securities Agent State Law Examination
  1992-02-24