Leo Allan Lasky
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.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Maple Hospitality GroupMay 2025 to Aug 2025
- Portage Point PartnersAug 2024 to Nov 2024
- Hifi TravelMay 2024 to Aug 2024
- Maple Hospitality GroupMay 2023 to Aug 2023
- Maple Hospitality GroupJul 2022 to Aug 2022
- Southern Methodist UniversityAug 2021 to May 2026
- Maple Hospitality GroupMay 2021 to Aug 2021
- Saint Ignatius College PrepAug 2017 to May 2021
- Chicago City Day SchoolMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8270687
- Firm CRD
- 7691