Spencer Deutsch

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

• 10/2016 → 10/2020
  Beverly Hills High School
  Beverly Hills, CA
• 10/2020 → 07/2024
  University Of Miami
  Miami, FL
• 10/2014 → 10/2016
  Beverly Vista Middle School
  Beverly Hills, CA
• 07/2024 → 11/2024
  New York Life Insurance
  Miami, FL
• 11/2024 → 09/2025
  Nylife Securities Llc
  Miami, FL
• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03

Other Names

• Spencer Louis Deutsch