Carla Nahas De Laurentiz

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2024-02-05
TX	RA	APPROVED	2018-04-04
CA	RA	APPROVED	2018-03-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ubs Financial Services Inc.	Menlo Park	CA	05/2010	12/2016
Jpmorgan Chase Bank Na	San Francisco	CA	12/2016	03/2018
Jpmorgan Securities Llc	San Francisco	CA	12/2016	03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	03/2018	Present

05/2010 → 12/2016

Ubs Financial Services Inc.

Menlo Park, CA
12/2016 → 03/2018

Jpmorgan Chase Bank Na

San Francisco, CA
12/2016 → 03/2018

Jpmorgan Securities Llc

San Francisco, CA
03/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-04-19

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