Emery Chance Lehman

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 06/2018 → 08/2018
  Thornton Tomasetti
  Chicago , IL
• 06/2016 → 05/2018
  Unemployed
  Chicago, IL
• 09/2018 → 05/2026
  Unemployed
  Salt Lake City, UT
• 06/2026 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*4626276, Entity Type: Entity Charitable, Name of OBA: Jewish Museum Milwaukee, Address: Milwaukee, Wisconsin, 53202, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 06/07/2026, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: I will go to Milwaukee to speak to an audience for 45 minutes about my Olympic experiences. I will not be using any Merrill resources, marketing, solicitation, leverage of status while there and I will be doing this outside of my regular responsibilities at Merrill Lynch. The museum has asked me to come speak to their audience about my experience as a Jewish Olympic athlete. I*4628275, Entity Type: Entity Charitable, Name of OBA: Birthright Israel Foundation, Address: New York City, New York, 10087, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 09/08/2026, No Hours: 16 Yearly, No Hours during Trading: 10 Yearly, Duties: Public speaking at fundraisers Birthright Israel and Birthright Israel Foundation are committed to providing young adults with the gift of connection, community, and a love for the State of Israel. With offices in 11 different cities around the United States, we work to guarantee that the gift of a Birthright Israel trip is available to every Jewish young adult every single year. Over more than two decades, we have helped raise funds annually in order to send 900,000 young adults and counting on this transformational trip. We believe that we're not only changing the lives of Jewish young adults, but that we're also transforming the Jewish future. I*5046274, Entity Type, Name of OBA: Finishing Contractors Association of Illinois Address: Aurora Illinois 60506-4384 Investment Related:No Position, Title, Association: Other Employee Start Date: 10/15/2026 No Hours: 2 Yearly No Hours during trading: 2 Yearly Duties: The Association would like to feature a panel of local Olympic athletes and explore the qualities that drive success at the highest level. There will be a panel discussion conducted with a moderated conversation based on Olympic journey, obstacles I faced, lessons learned along the way, and my experience of the Olympics and interactions with the other athletes, and the mindset required. I will not be using any of my titles, experience, or leverage through Merrill Lynch while I am at this OBA and will only be compensated as represented as an Olympic Athlete. Finishing Contractors Association of Illinois is a union painting, glazing, and drywall finishing contractors association dedicated to enhancing the industry through negotiating and implementing a collective bargaining agreement, promoting safety, education, training, and professional development to its members. The Association serves its 140+ member companies through programs, services, tools and products designed to help them run successful businesses. FCAI provides educational programs and seminars on topics that include project management, workers’ compensation, human resources issues, and job safety, to name a few. Quality training is the key to quality results. A well-trained, productive workforce produces a better professional tradesperson!

Exams

• S66 Uniform Combined State Law Examination
  2026-07-29

Other Names

• Emery Chance Lehman
• Emery C Lehman