Lars Christopher Erceg-Warner

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

• 01/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 01/2020 → 03/2020
  Peace Corps
  Washington, DC
• 01/2013 → 12/2019
  Whtv Film And Television
  Washington, DC
• 06/2019 → 08/2019
  Pan American Health Organization
  Washington, DC
• 06/2019 → 08/2019
  Mussel Bar And Restaurant
  Arlington, WA
• 05/2017 → 08/2018
  Brine Restaurant
  Fairfax, VA
• 01/2017 → 05/2017
  Virginia Tech Dining Services
  Blacksburg, VA
• 04/2020 → 12/2020
  Unemployed
  Falls Church, VA
• 08/2016 → 12/2019
  Virginia Polytechnic Institute And State University
  Blacksburg, VA
• 01/2019 → 05/2019
  University Of Oviedo
  Oviedo
• 06/2018 → 07/2018
  Four Seasons Of Mcclean
  Manassas, VA
• 03/2017 → 05/2017
  Virginia Polytechnic Institute And State University
  Blacksburg, VA
• 10/2017 → 12/2017
  Virginia Polytechnic Institute And State University
  Blacksburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2021-11-10

Other Names

• Lars Erceg-Warner