Stacy Miller Lampros

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

• 08/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH
• 09/2016 → Present
  Bank Of America, N.A.
  Pepper Pike, OH

Previous Registrations

• 2014-06-18 → 2016-08-17
  Morgan Stanley
  Pepper Pike, OH
• 2007-02-20 → 2014-07-11
  J.P. Morgan Securities Llc
  Cleveland, OH
• 2002-03-28 → 2007-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH
  Pepper Pike, OH

Other Businesses

I*97532 For profit or not for profit: For-Profit Organization Name of outside business organization: Vintage Inspirations LLC Investment related: N Address of business: Solon, Ohio 44139 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 4/1/2016 Number of hours devoted: 15 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Antique Furniture Shop. Vendor run co-op Antique resale. responsible for banking and tax reporting payments. As of 4/1/2019 I am dropping the DBA name and have transferred it to another individual. I will continue my LLC as a sole member LLC to sell

Exams

• S66 Uniform Combined State Law Examination
  2000-10-02

Other Names

• Stacy Miller Messenger