Michael LesherCRD Number: 4301824
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Lesher (CRD# 4301824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 20 years of experience in the finance industry.
Lpl Financial LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Blue Bell, PA||Oct 2019 - Current||3|
|Northwestern Mutual Wealth Management Services LLC||Milwaukee, WI||Sep 2016 - Oct 2019||3|
|Northwestern Mutual Investment Services LLC||Philadelphia, PA||Aug 2016 - Oct 2019||3|
|Anthony Stanley||Philadelphia, PA||Jul 2016 - Oct 2019||3|
|Schneider Capital Management||Wayne, PA||Jun 2004 - Aug 2016||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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