Lauren M Leith
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to now
- Universal Orlando ResortSep 2021 to now
- UnemployedNov 2022 to Apr 2023
- Walt Disney WorldMay 2021 to Nov 2022
- AdpJan 2021 to Jun 2021
- Walt Disney WorldJan 2019 to Dec 2020
- AdpNov 2018 to May 2019
- Florida Orange Groves, Inc. & WinerySep 2018 to Nov 2018
- University of Central FloridaAug 2018 to Apr 2020
- UnemployedJun 2018 to Sep 2019
- The Henderson Beach ResortApr 2017 to Jun 2018
- UnemployedJul 2015 to Apr 2017
- University of AlabamaAug 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7724176
- Firm CRD
- 7691