Benjamin John Meyers

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

• 02/2012 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 03/2012 → 11/2020
  Bank Of America, N.A.
  La Jolla, CA
• 11/2020 → 05/2025
  Morgan Stanley Smith Barney Llc
  La Jolla, CA
• 12/2020 → 05/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
• 08/2025 → Present
  Bank Of America, N.A.
  La Jolla, CA

Previous Registrations

• 2020-11-20 → 2025-05-29
  Morgan Stanley
  Farmington, CT
  La Jolla, CA
  La Jolla, CA
• 2012-02-21 → 2020-11-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  La Jolla, CA
  Hartford, CT
• 2011-02-25 → 2012-02-27
  Morgan Stanley
  Rancho Bernardo, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-04
• S63 Uniform Securities Agent State Law Examination
  2010-11-13

Other Names

• Benjamin J Meyers
• Benjamin John Meyers
• Benjamin Meyers