Stephen Weydert

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

• 10/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/1997 → 10/2021
  United States Navy
  Washington, DC
• 01/2022 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*, Entity Type Fiduciary Role , Name of OBA: KMW Address: Lakewood, Colorado, 80236 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 06/19/2024 No Hours: 0 No Hours during trading: 0 Duties: Power of Attorney I*2109305, Entity Type: Fiduciary, Name of OBA: LW , Address: Sacramento, California, 95816, Investment Related: No, Position, Title, Association: Executor, Employee State Date: 11/01/2029, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3632267 Entity Type: Charitable Name of OBA: B2 Ministries Address: Jacksonville, Florida, 32207 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/01/2026 Number of Hours: 4, Yearly Number of Hours during trading: 0 Duties: Christian ministry Act as inaugural board member for at least one year

Exams

• S66 Uniform Combined State Law Examination
  2022-02-03

Other Names

• Steve Weydert