Lorilee Jones Colgrove
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 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
10 years in the industry.
- Bank of America, N.A.Oct 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to now
- Bank of AmericaAug 2020 to Sep 2021
- Financial Planning AssociationJun 2020 to Jul 2020
- Entrepreneurial Solutions 2019 LLCFeb 2019 to Apr 2020
- University of Colorado--boulderAug 2018 to May 2020
- UnemployedMay 2018 to Feb 2019
- Curtis FinancialSep 2017 to Apr 2018
- American Refugee CommitteeSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7356339
- Firm CRD
- 7691