Laine Marie Wilson

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

• 04/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Langhorne, PA

Previous Registrations

• 2006-04-12 → 2008-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Other Businesses

I*91079 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: KILLEEN, TEXAS 76549 NATURE OF BUSINESS: OTHER,CONVERTED PERSONAL HOME TO RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2015 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONVERTED PERSONAL HOME TO RENTAL PROPERTY I*3540 FOR PROFIT OR NOT FOR PROFIT: NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: ADDRESS OF BUSINESS: KILLEEN, TEXAS 76549 NATURE OF BUSINESS: , POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 9/1/2015 NUMBER OF HOURS DEVOTED: 0 HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I*516929 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Harker Heights, Texas, 76548 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/20/2021 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I*1748287 Entity Type: N/A Name of OBA: Etsy Address:Fort Moore, GA Investment Related:No Position, Title, Association:Consultant/Independent Contractor Start Date:03/16/2024 No Hours: 5 Weekly No Hours during trading:0 Duties:Selling crafts I*5050272, Entity Type: , Name of OBA: Rental Property - 22-Jul-26 - 1, Address: Apollo Beach, Florida, 33572, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/27/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2006-04-11

Other Names

• Laine Wilson
• Laine Marie Wilson
• Laine Vornhold
• Laine M Wilson