Brett T Lauritzen

$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
TX	RA	APPROVED	2025-08-06
CA	RA	APPROVED	2025-06-05

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	04/2025	Present
Long Fellow Real Estate Partners	San Diego	CA	07/2022	12/2023
Jobot	Irvine	CA	02/2020	04/2021
Cybercoders	Irvine	CA	01/2018	01/2020
Greg Wakeham	Irvine	CA	01/2017	01/2018
University Of San Diego	San Diego	CA	07/2021	08/2024
Unemployed	Orange	CA	09/2024	04/2025
Unemployed	Orange	CA	04/2021	07/2021
Unemployed	Irvine	CA	08/2016	01/2017
Bank Of America, N.A. E	Newport Beach	CA	05/2025	Present

04/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
07/2022 → 12/2023

Long Fellow Real Estate Partners

San Diego, CA
02/2020 → 04/2021

Jobot

Irvine, CA
01/2018 → 01/2020

Cybercoders

Irvine, CA
01/2017 → 01/2018

Greg Wakeham

Irvine, CA
07/2021 → 08/2024

University Of San Diego

San Diego, CA
09/2024 → 04/2025

Unemployed

Orange, CA
04/2021 → 07/2021

Unemployed

Orange, CA
08/2016 → 01/2017

Unemployed

Irvine, CA
05/2025 → Present

Bank Of America, N.A. E

Newport Beach, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-21