Lesli Anne Luther

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

• 08/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Villages, FL
• 05/2014 → 08/2017
  The Keyes Company
  Stuart, FL
• 07/2018 → Present
  Bank Of America, N.A.
  The Villages, FL

Other Businesses

Name: 702 Essex PSL, LLC NON investment- related Address: Port St. Lucie, FL 34984 The LLC was formed ONLY to hold title to my former residence located in Port St. Lucie, FL 34984 Managing member Date active 12/16/2013 No (0) hours devoted, no business activity. I have no duties or responsibilities I*: 2168297 Entity Type: Charitable Name of OBA: UF Health Spanish Plaines Hospital Auxiliary Foundation Address: The Villages, FL 32159 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 3/24/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Foundation committee member. Community engagement: acting as an ambassador, sharing the foundations story with community leaders.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-27

Other Names

• Lesli Anne Bentley
• Lesli Luther