Lana Lynch
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Bank of America, N.A.Feb 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to now
- AXA Advisors LLCOct 2019 to Dec 2019
- UnemployedAug 2019 to Sep 2019
- Morgan StanleyApr 2019 to Jul 2019
- HomemakingJan 2019 to Mar 2019
- Nomi BeautyAug 2018 to Dec 2018
- HomemakingFeb 2018 to Jul 2018
- FyxitMay 2015 to Jan 2018
- Nyu Stern LangoneFeb 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
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
- 7092868
- Firm CRD
- 7691