Richard Beechler

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

• 01/2023 → 05/2026
  Fidelity Investments
  New York, NY
• 10/2021 → 12/2022
  Ubs Financial Services
  New York, NY
• 06/2021 → 08/2021
  M&T Bank
  New Yor, NY
• 06/2020 → 08/2020
  Kai Capital Management
  New York, NY
• 06/2019 → 08/2019
  Ubs Financial Services
  New York, NY
• 08/2018 → 08/2022
  Michigan State University
  East Lansing, MI
• 09/2014 → 06/2018
  Montclair High School
  Montclair, NJ
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2026-03-06 → 2026-05-27
  Strategic Advisers Llc
  New York, NY
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-02-25
• S63 Uniform Securities Agent State Law Examination
  2023-09-01

Other Names

• Richard Andrew Beechler
• Richard Beechler