Laureen Arrigotti Schiller

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1986 → Present
  Bank Of America, N.A.
  San Francisco, CA
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Previous Registrations

• 2003-01-08 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

I*940277, Name of OBA: Our Lulu Legacy, LLC Address: Portland, OR Investment Related: Yes Position, Title, Association: Owner Employee Start Date: 8/31/2022 No Hours: 2 Monthly No Hours during trading: 0 Duties: beach house = family use and short term rental. See additional notes. I*1663293, Name of OBA: Proud Mary Properties, LLC Address: Portland, Oregon Investment Related: N Position, Title, Association: Owner Employee Start Date: 12/29/2023 No Hours: 0 No Hours during trading: 0 Duties: Rental Property - owner/landlord

Exams

• S66 Uniform Combined State Law Examination
  2003-01-06
• S63 Uniform Securities Agent State Law Examination
  2001-12-18

Other Names

• Laureen Michelle Arrigotti
• Laureen Michelle Schiller