Stephen M Vacher

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA
• 06/2011 → Present
  Bank Of America,N.A.
  Newton, MA

Previous Registrations

• 2008-08-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Newton, MA
  Boston, MA
• 2002-05-01 → 2008-08-14
  Strategic Advisers Llc
  Worcester, MA

Other Businesses

I*494314 Entity Type: Fiduciary role Name of OBA: D. V. IRA--XXxXXXXX Address: North Attleboro, Massachusetts, 2760 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/06/2021 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-19
• S63 Uniform Securities Agent State Law Examination
  1995-10-17

Other Names

• Stephen Ronald Vacher