Craig Alexander Steiger

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

• 11/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 04/2011 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*18468 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DIAMOND BELGIAN PARTNERS INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1370 TRINITY DR., MENLO PARK, CALIFORNIA 94025 NATURE OF BUSINESS: LIMITED PARTNERSHIP, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED PARTNER I*91789 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: STEIGER FAMILY L.P. FORMERLY ASFLP INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 302 HUNTLEY RD., COLFAX, WASHINGTON 99111 NATURE OF BUSINESS: LIMITED PARTNERSHIP, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 12/4/2015 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FAMILY LIMITED PARTNERSHIP. MY DAD PASSED AWAY ON 12/04/2015 I'M NOW THE GP ALONG WITH MY SISTER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-05
• S63 Uniform Securities Agent State Law Examination
  1989-02-06

Other Names

• Craig A S Steiger
• Craig Alexander Scott Steiger