Lauren Anna Olson

$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	2020-10-14
IL	RA	APPROVED	2020-09-23

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	09/2019	Present
Lincoln Way High School District 210	Mokena	IL	01/2018	Present
Village Of Orland Park	Orland Park	IL	01/2011	09/2019
Univsersity Of Illinois	Champaign-Urbana	IL	08/2013	12/2017
Bank Of America, N.A	Chicago	IL	11/2023	Present

09/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
01/2018 → Present

Lincoln Way High School District 210

Mokena, IL
01/2011 → 09/2019

Village Of Orland Park

Orland Park, IL
08/2013 → 12/2017

Univsersity Of Illinois

Champaign-Urbana, IL
11/2023 → Present

Bank Of America, N.A

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-21

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