Lucas Sailer

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

• 11/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, NJ
• 02/2023 → Present
  Bank Of America, N.A.
  Wayne, NJ

Other Businesses

I*1992268, Entity Type Entity For Profit, Name of OBA: BIG Messages Address: CaldwellNew Jersey07006 Investment Related: No Position, Title, Association: Employee Employee Start Date: 09/12/2024 No Hours: 20 weekly No Hours during trading:0 Duties: BIG Messages is an answering service for doctors in the northern NJ region. My responsibilities will include receiving calls from both hospitals and patients looking to either speak directly to the doctors or to leave a message.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-10

Other Names

• Lucas Russell Sailer