Stephen Cooley

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
  Lacey, WA
• 06/2023 → 04/2026
  Fnbo
  Laramie, WY
• 07/2022 → 05/2023
  Atbs
  Laramie, WY
• 01/2022 → 07/2022
  Osl
  Laramie, WY
• 08/2021 → 12/2021
  Cathedral Home For Children
  Laramie, WY
• 12/2020 → 07/2021
  Mountain West Farm Bureau
  Laramie, WY
• 09/2020 → 12/2020
  Walmart
  Laramie, WY
• 07/2019 → 03/2020
  Topper's Pizza
  Laramie, WY
• 06/2017 → 06/2019
  Walmart
  Laramie, WY
• 08/2016 → 04/2017
  University Of Wyoming Udss
  Laramie, WY
• 03/2020 → 09/2020
  Covid/Unemployed
  Laramie, WY
• 08/2016 → 12/2019
  University Of Wyoming
  Laramie, WY
• 07/2026 → Present
  Bank Of America, N.A.
  Lacey, WA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-27

Other Names

• Stephen David Cooley