Lauren Ruggirello

$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	2021-05-04
MI	RA	APPROVED	2021-04-30
OH	RA	APPROVED	2021-04-09

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Troy	MI	06/2019	12/2019
Bs&A Software	Bath	MI	02/2018	02/2019
Charter Township Of Harrison	Harrison Township	MI	05/2017	08/2017
Michigan State University	East Lansing	MI	08/2015	05/2019
Bank Of America, N. A.	Troy	MI	08/2019	12/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bloomfield Hills	MI	12/2020	Present
Unemployed	St. Clair Shores	MI	01/2020	11/2020

06/2019 → 12/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Troy, MI
02/2018 → 02/2019

Bs&A Software

Bath, MI
05/2017 → 08/2017

Charter Township Of Harrison

Harrison Township, MI
08/2015 → 05/2019

Michigan State University

East Lansing, MI
08/2019 → 12/2019

Bank Of America, N. A.

Troy, MI
12/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI
01/2020 → 11/2020

Unemployed

St. Clair Shores, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-02

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