Griffin Lehet

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
  Northbrook, IL
• 07/2025 → 05/2026
  Shamrock Trading Corporation
  Chicago, IL
• 05/2025 → 07/2025
  Unemployed
  San Antonio, IL
• 08/2024 → 05/2025
  Roosevelt University
  Chicago, IL
• 06/2024 → 09/2025
  Wrigley Rooftops
  Chicago, IL
• 08/2023 → 05/2024
  Roosevelt University
  Chicago, IL
• 08/2022 → 05/2023
  Roosevelt University
  Chicago, IL
• 08/2021 → 05/2022
  Roosevelt University
  Chicago, IL
• 05/2024 → 05/2025
  Sausvillebenson Financial
  Chicago, IL
• 05/2023 → 07/2023
  City Of Duluth
  Duluth, MN
• 07/2023 → 08/2023
  Supersudz Carwash
  San Antonio, TX
• 05/2022 → 08/2022
  City Of Duluth
  Duluth, MN
• 05/2021 → 08/2021
  Volkswagen Of Duluth
  Duluth, MN
• 08/2020 → 12/2020
  Unemployed
  St Cloud, MN
• 12/2020 → 01/2021
  Fedex Warehouse
  Superior, WI
• 02/2021 → 05/2021
  Unemployed
  Wausau, WI
• 08/2019 → 06/2020
  Duluth Denfeld Highschool
  Duluth, MN
• 06/2019 → 08/2019
  T-Bonz Bar & Grill
  Duluth, MN
• 03/2020 → 07/2020
  Papa Johns
  Duluth, MN
• 08/2018 → 06/2019
  Duluth Denfeld Highschool
  Duluth, MN
• 05/2018 → 08/2018
  T-Bonz Bar & Grill
  Duluth, MN
• 08/2017 → 06/2018
  Duluth Denfeld Highschool
  Duluth, MN
• 05/2017 → 08/2017
  Super One Foods
  Duluth, MN
• 08/2016 → 06/2017
  Duluth Denfeld Highschool
  Duluth, MN
• 06/2026 → Present
  Bank Of America, N.A.
  Northbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21