Douglas E Labrosse

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

• 01/2011 → Present
  Merrill Lynch
  Charlotte, NC
• 04/2011 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*775260For profit or not for profit: Name of outside business organization: LeatherheadsInvestment related: NAddress of business: Charlotte, North Carolina, 28209Nature of business: ["Charitable Organization"]Position, title, association: ["Other"], Start date of relationship: 3/18/2022Number of hours devoted: 2 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Member of Executive Committee made up of Past Presidents., Member of Executive Committee as a past President.I*: 2129295Entity Type: Name of OBA: The Nine O' ClocksAddress: Charlotte, NC 28209Investment Related: NPosition, Title, Association: Board MemberEmployee Start Date: 01/01/2025No Hours: 1hr/moNo Hours during trading:0Duties: A social club. It has been a group in Charlotte since the early 1920s. I will be a Board Member." I*2164257 Entity Type: N/A Name of OBA: Carmel Country Club Address: Charlotte, North Carolina, 28226 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/10/2023 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Country Club Establish and uphold the club's mission, vision, and values. Develop and approve policies that guide operations and member conduct. Set long-term goals for membership growth, facilities, and services. Help maintain strong relationships of members. 1 monthly Board Meeting

Exams

• S66 Uniform Combined State Law Examination
  2011-03-16

Other Names

• Douglas Edward Labrosse