Craig Matthew Scheidt

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

• 05/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*: 2956275 Entity Type: Fiduciary role Name of OBA: R. and P. S. Address: Forest Hills, NY 11375 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01/01/2026 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Executor / Parents I*: 2959264 Entity Type: Fiduciary role Name of OBA: R. and P. S. Address: Forest Hills, NY 11375 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01/01/2026 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Executor/Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-29

Other Names

• Craig Mathew Scheidt