Lorenzo Harrison
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Financial Growth PartnersSep 2024 to Oct 2024
- Guardian Life InsuranceSep 2024 to Oct 2024
- Park Avenue SecuritiesSep 2024 to Oct 2024
- Northwestern Mutual Wealth Management CompanyNov 2023 to Aug 2024
- Northwestern Mutual Investment Services LLCAug 2023 to Aug 2024
- Northwestern Mutual Life Insurance CompanyJul 2023 to Aug 2024
- UnemployedMar 2023 to Jun 2023
- Rapid FinanceJan 2022 to Apr 2023
- Rockspring ContractingJun 2021 to Dec 2021
- University of MarylandMay 2016 to Dec 2020
- Retired Or Never WorkedDec 2012 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7758474
- Firm CRD
- 7691