Leo Isaac Rein

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

• 07/2019 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2018 → 07/2019
  Mathnasium
  Los Angeles, CA
• 05/2018 → 08/2018
  University Of St Andrews
  Altadena, CA
• 08/2017 → 06/2018
  University Of St Andrews
  St Andrews, Fife, Scotland, CA
• 05/2017 → 08/2017
  Intellectual Property Group
  Los Angeles, CA
• 08/2014 → 05/2017
  University Of St Andrews
  St Andrews, Fife, Scotland
• 02/2019 → 08/2019
  Advantage Resourcing/Usc
  Los Angeles, CA
• 04/2019 → 05/2019
  Staffmark/Usc
  Los Angeles, CA
• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
• 05/2024 → 07/2025
  Children's Institute, Inc.
  Los Angeles, CA
• 07/2025 → 01/2026
  Unemployed
  Los Angeles, CA
• 12/2023 → 04/2024
  Operation Hope
  Los Angeles, CA
• 08/2023 → 12/2023
  Unemplyoed
  Los Angeles, CA

Previous Registrations

• 2021-01-06 → 2023-08-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19

Other Names

• Leo Rein
• Leo Isaac Rein
• Leo I Rein