Michael Travis Neer

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

• 03/2015 → 12/2016
  Arvest Bank
  Fort Smith, AR
• 05/2016 → 12/2016
  Arvest Wealth Management
  Fort Smith, AR
• 12/2016 → 01/2023
  First National Bank Of Fort Smith
  Fort Smith, AR
• 01/2017 → 01/2023
  Cetera Investment Advisers Llc
  Fort Smith, AR
• 01/2017 → 01/2023
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Smith, AR
• 01/2023 → Present
  Bank Of America, N.A.
  Fort Smith, AR

Previous Registrations

• 2017-01-20 → 2023-01-04
  Cetera Investment Advisers Llc
  Fort Smith, AR
• 2016-07-27 → 2017-01-03
  Arvest Wealth Management
  Little Rock, AR
  Lowell, AR
  Ft Smith, AR

Other Businesses

1. BANKING AND LENDING SERVICES FOR FIRST NATIONAL BANK OF FORTH SMITH. I*2029281, Entity Type, Non-Profit, Name of OBA: Boost, Address: Fort Smith, AR, 72901, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 09/16/2024, No Hours: 1hr/Mo, No Hours during trading: 1, Duties: Boost is a nonprofit adult education center for young adults with disabilities. I will be a board member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-27
• S63 Uniform Securities Agent State Law Examination
  2006-03-16

Other Names

• Michael Travis Neer
• Michael T Neer