Steve Craig Mccannon

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

• 06/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marble Falls, TX
• 12/2009 → Present
  Bank Of America, N.A.
  Marble Falls, TX

Other Businesses

I*4612268 Entity Type: N/A Name of OBA: S C M TTEE S K M TTEE U/A DTD 11/14/2025 Address: Meadowlakes, Texas, 78654 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/22/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: immediate family and self

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-01
• S63 Uniform Securities Agent State Law Examination
  1994-09-02

Other Names

• Steve Mccannon
• Stephen Craig Mccannon