Lauren M Mckenzie

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

• 12/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo, NY

Other Businesses

I*2510279, Entity Type, Name of OBA:J and D French Address:BUFFALONew York14210, Investment Related:no, Position, Title, Association:Executor Employee Start Date:06/03/2025 No Hours: 0 yearly,No Hours during trading:0 Duties:Non-family member,Close friend. I*4880268, Entity Type: , Name of OBA: D M, Address: ST. AUGSTINE, Florida, 32086, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/26/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16
• S63 Uniform Securities Agent State Law Examination
  2007-10-31

Other Names

• Lauren M Mckenzie
• Lauren Mary Mckenzie