Benjamin Fleischmann

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

• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 10/2015 → 08/2020
  Full Time Education
  Chicago, IL
• 08/2020 → 10/2020
  The Dock At Montrose Beach
  Chicago, IL
• 10/2020 → 08/2021
  Full Time Education
  Chicago, IL
• 09/2021 → 06/2023
  Full Time Education
  Madison, WI
• 06/2023 → 08/2023
  Stoiclane
  Chicago, IL
• 08/2023 → 06/2024
  Full Time Education
  Madison, WI
• 06/2024 → 08/2024
  Charles Schwab
  Chicago, IL
• 08/2024 → 04/2025
  Full Time Education
  Madison, WI
• 09/2017 → 03/2020
  Anshe Emet Synagogue (Contractor)
  Chicago, IL
• 06/2018 → 08/2018
  Fred Greenburgs Camp Inc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-02-09

Other Names

• Benjamin Daniel Fleischmann
• Ben Daniel Fleischmann