Steven Lang

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Livonia, NY

Credentials

Series 66

Industry experience

21 years

About

Steven Lang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, corporate benefits, executive and equity compensation services, family wealth management strategies, legacy planning, and retirement income.

Steven holds a Bachelor's Degree from Hobart College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He approaches his work with compassion and empathy, aiming to treat clients with the care and attention typically reserved for family. Outside of his professional role, Steven enjoys ice hockey, woodworking, and spending time with his family.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Multi-generational wealth transfer

Demographic focus

Young Families

Work history

Bank Of America, Na

2009 - Present (17 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sharla E

CFP®, Series 63, Series 65

Rush, NY

Fidelity

Sharla Englerth is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She has been with Fidelity Investments since 2017, progressing through positions including Financial Consultant and Investment Consultant. Prior to her tenure at Fidelity, she gained experience as a ParaPlanner at Ameriprise Financial from 2014 to 2017, and held financial representative roles at American Portfolios and Centra Financial Group between 2009 and 2014. Throughout her career, Sharla has worked closely with clients and their families to understand their financial goals and develop strategies tailored to their needs. She is committed to creating and executing financial plans that provide peace of mind for her clients. Fidelity Investments is recognized as a trusted brand in the financial industry, offering options for a variety of investor styles. Outside of her professional career, Sharla has interests in art, hiking, horseback riding, pets, reading, and yoga.

Wealth management Financial Professional

John P

Series 66

Honeoye Falls, NY

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner

Jessica P

Series 66

Honeoye Falls, NY

Fidelity

Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.

Wealth management

Leann H

Series 66

Avon, NY

Edward Jones

Retirement income strategy Divorce financial planning Inheritance planning Wealth management Women's Finance Women Professionals
user avatar

Dana B

Series 65

Victor, NY

Bell Rock Asset Management LLC

user avatar

Austin G

Series 65

Honeoye Falls, NY

Gilbert Financial, LLC

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")