Ashley Laurella Pantone

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

• 11/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 03/2015 → Present
  Bank Of America, N.A.
  Salt Lake City, UT

Other Businesses

I*101072 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NEIGHBORHOOD HOUSE ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: SALT LAKE CITY, UTAH 84104 NATURE OF BUSINESS: OTHER,ADVISORY COMMITTEE POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/24/2017 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: MISSION ADVOCACY AND DEVELOPMENT

Exams

• S66 Uniform Combined State Law Examination
  2015-05-21

Other Names

• Ashley Ann Laurella