Michael Lesher, financial advisor Blue Bell PA

Michael Lesher

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Michael C. Lesher
Phone Number: 800-637-7455
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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