Lauren Taylor
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Bank of America, N.A.Oct 2024 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Apr 2026
- Crunch FitnessAug 2024 to Dec 2024
- University of LouisianaJan 2024 to May 2026
- UnemployedDec 2023 to Aug 2024
- Renaissance PublishingMay 2023 to Dec 2023
- Watson Wealth ManagementMay 2023 to Aug 2023
- UnemployedFeb 2023 to Mar 2023
- The Original Patti, Kbjm Investments of Lafayette LLCApr 2021 to Feb 2023
- UnemployedMar 2021 to Apr 2021
- Sushi MasaNov 2020 to Mar 2021
- University of LouisianaAug 2020 to Dec 2023
- Chicken Salad ChickJan 2020 to Sep 2020
- UnemployedMay 2019 to Feb 2020
- Borden'sFeb 2019 to May 2019
- Southside High SchoolOct 2014 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7741627
- Firm CRD
- 7691