Bjorn Stehr
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- U.S. Bancorp Investments, Inc.May 2023 to Apr 2024
- U.S. BankApr 2023 to Apr 2024
- Unionbanc Investment ServicesApr 2018 to May 2023
- Mufg Union BankJan 2018 to May 2023
- Bank of America, N.A.Feb 2011 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (WA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5899603
- Firm CRD
- 7691