Larry J Crank

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

• 02/2019 → 02/2020
  Wipfli Financial Advisors, Llc
  Madison, WI
• 07/2018 → 01/2019
  Unemployed
  Chicago, IL
• 01/2018 → 06/2018
  Prime Trading
  Chicago, IL
• 06/2015 → 12/2017
  Traditum
  Chicago, IL
• 10/2021 → 11/2022
  Td Ameritrade
  Chicago, IL
• 02/2020 → 10/2021
  Unemployed
  Brooklyn, WI
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporate
  Rolling Meadows, IL
• 02/2023 → Present
  Bank Of America, N.A.
  Rolling Meadows, IL

Other Businesses

I*1482281 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: chicago, Illinois, 60613, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 9/1/2023 Number of hours devoted: 0 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2023-02-17
• S63 Uniform Securities Agent State Law Examination
  2022-02-08

Other Names

• Larry Jonathan Crank
• Larry J. Crank