Gregory Loeper Fischer

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

• 02/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westport, CT
• 06/2011 → Present
  Bank Of America,N.A.
  Westport, CT

Other Businesses

I*1917262, Entity Type, Fiduciary, Name of OBA: G.R.F, DOD 5/7/2024, Address: West Chester, PA, 19380, Investment Related: No, Position, Title, Association: Executor, Employee Start Date: 07/10/2024, No Hours: 10hrs/Weekly, No Hours during trading: 0, Duties:

Exams

• S66 Uniform Combined State Law Examination
  1999-05-26

Other Names

• Gregory L Fischer