Michael R Scherer

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

• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 02/2021 → 01/2022
  Antico Business
  Marlborough, MA
• 09/2019 → 02/2021
  Lansing Building Products
  Southborough, MA
• 06/2019 → 09/2019
  C-4 Analytics
  Wakefield, MA
• 09/2015 → 05/2019
  Endicott College
  Beverly, MA
• 11/2023 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*730239, Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Framingham, MA 01702 Investment Related: No, Position, Title, Association: Co-owner with non-family members Employee Start Date:8/9/20 No Hours: No Hours during trading: Duties: I*, Entity Type, Name of OBA: Rental Property 2 Address: Jacksonville, FL 32205 Investment Related: Position, Title, Association: Co-owner with non-family members Employee Start Date:3/24/2023 No Hours:10 No Hours during trading: Duties: Co owner of rental property I*1747283, Entity Type, Name of OBA: Rental Property 3 Address: Stoughton, MA 02072 Investment Related: Yes Position, Title, Association: Co-owner with non-family members Employee Start Date: 05/01/24No Hours:1 No Hours during trading: Duties: Co owner of rental property I*3510271, Entity Type: For Profit, Name of OBA: LM Property Group, Address: Stoughton, Massachusetts, 02072, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 02/01/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I will continue to manage the rental properties like I have but now there is just an entity for liability protection purposes. This entity will be formed to manage my rental properties. I*3982269Entity Type: For ProfitName of OBA: LM Construction Address: Stoughton, Massachusetts, 2072 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/16/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: This is a DBA to LM Property Group. The purpose of this DBA is to perform construction services for my properties and a select few other individuals that are unrelated to my business at Merrill. I would describe my responsibilities as limited. As the owner I will simply be pulling the permits for the jobs and doing the office admin work during evening and weekends.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-12

Other Names

• Michael Scherer