Steven LehrerCRD Number: 5206781
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Steven Lehrer (CRD# 5206781) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Windermere, FL and has over 13 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
|Bank Of America, N.a.||Orlando, FL||Sep 2014 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Sep 2014 - Current||5|
|J.p. Morgan Securities LLC||Orlando, FL||Jun 2012 - Sep 2014||2|
|Chase Investment Services Corp||Orlando, FL||Jun 2012 - Sep 2014||2|
|Chase Investment Services Corp||Orlando, FL||Jun 2012 - Oct 2012||< 1|
|Ameriprise Financial Services Inc.||Orlando, FL||Sep 2011 - Jun 2012||< 1|
|Suntrust Investment Services, Inc.||Orlando, FL||Nov 2010 - Sep 2011||< 1|
|Suntrust Bank||Orlando, FL||Nov 2010 - Sep 2011||< 1|
|Ameriprise Financial Services, Inc.||Orlando, FL||Nov 2007 - Sep 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management797,284MILLIONS
Total Number of Accounts2,472,247ACCOUNTS
Average Account Value$322,494
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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