Susan S Lang

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

• 09/2006 → 03/2018
  Harrison Finance
  Denham Springs, LA
• 03/2018 → 05/2018
  Tower Loan
  Denham Springs, LA
• 06/2018 → 12/2018
  Mariner Finance
  Hammond, LA
• 12/2018 → 07/2022
  Jp Morgan Securities Llc
  Denham Springs, LA
• 12/2018 → 07/2022
  Jp Morgan Chase Bank, N.A.
  Denham Springs, LA
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA

Other Businesses

I*1838280, Entity Type, Name of OBA:Guardian Day Foundation Address:Greenwell Springs, LA 70739 Investment Related:No Position, Title, Association: Fundraising committee Employee Start Date: 4/1/2024 No Hours: One day out for meeting No Hours during trading: Duties:talk to businesses about auction donations. Plan Benefit fundraiser details. Execute fundraiser benefit. I*1867269, Entity Type, Non-Profit, Name of OBA: Launch Therapy Center, Address: Denham Springs, LA, 70726, Investment Related: No, Position, Title, Association: Gala Fund Raising Committee, Employee Start Date: 5/20/2024, No Hours: 15hrs/Mo, No Hours during trading: 0, Duties: Help plan and execute yearly Gala Fundraiser.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-08

Other Names

• Susan Denise Sparks
• Susan S Lang
• Susan Lang
• Susan D Lang
• Susan Sparks Lang