Xachary D Lightner

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

• 09/2021 → 04/2023
  Charles Schwab & Co., Inc.
  Chicago, IL
• 05/2021 → 07/2021
  J Kelly & Associates
  Jacksonville, FL
• 04/2013 → 08/2018
  Massage Envy
  Chicago, IL
• 09/2016 → 02/2017
  Dhr International/Jobplex
  Chicago, IL
• 12/2019 → Present
  Uber Technologies
  Chicago, IL
• 07/2019 → 09/2019
  Jll
  Chicago, IL
• 08/2018 → 10/2018
  First Bank & Trust
  Evanston, IL
• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2020 → 09/2020
  Amazon.cOm, Inc. And Its Affiliates
  Chicago, IL
• 04/2017 → 08/2017
  Side By Side Inc
  Chicago, IL
• 11/2016 → 12/2016
  Nashville Management Inc/Charlie's Bar
  Chicago, IL
• 01/2015 → 05/2018
  University Of Illinois At Chicago
  Chicago, IL
• 02/2024 → 05/2024
  Truman College
  Chicago, IL
• 11/2018 → 06/2019
  Unemployed
  Chicago, IL
• 04/2025 → Present
  Bank Of America, N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-11-16
• S63 Uniform Securities Agent State Law Examination
  2022-03-04

Other Names

• Xachary Lightner
• Xachary Lightner
• Xachary Damian Lightner