Laura Nelson

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

• 10/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH

Other Businesses

Name of the other businessMark Heintzelman Whether the business is investment-relatedNo Address of the other businessKingston NH 03848 Nature of the other businessFather Your positionPOA Title, or relationship with the other businessAttorney in fact Start date of your relationship11-20-2008 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessNone at this time Name of the other businessBeverly Heintzelman Whether the business is investment-relatedNo Address of the other businessKingston NH 03848 Nature of the other businessMother Your positionPOA Title, or relationship with the other businessAttorney in fact Start date of your relationship12-04-2008 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessNone at this time Name of the other businessHeintzelman Family Trust Whether the business is investment-relatedNo Address of the other businessKingston, NH 03848 Nature of the other businesstrust Your positionSuccessor trustee Title, or relationship with the other businessSuccessor trustee Start date of your relationshipTrust was created approximately 11/2018 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessNone at this time

Exams

• S66 Uniform Combined State Law Examination
  2025-05-02

Other Names

• Laura Beth Heintzelman
• Laura Beth Nelson