Laura Beth Momber

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

• 04/2014 → 07/2021
  Fifth Third Bank
  Grand Rapids, MI
• 08/2014 → 07/2021
  Fifth Third Securities
  Grand Rapids, MI
• 04/2014 → 07/2021
  Fifth Third Bank
  Grand Rapids, MI
• 01/2019 → 07/2021
  Fifth Third Securities
  Grand Rapids, MI
• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  250 Monroe Ave Nw, MI
• 07/2021 → Present
  Bank Of America, National Association
  Grand Rapids, MI

Previous Registrations

• 2019-04-05 → 2021-07-13
  Fifth Third Securities, Inc.
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-05
• S63 Uniform Securities Agent State Law Examination
  2007-08-01

Other Names

• Laura B Momber
• Laura Beth Momber
• Laura Momber