Lawrence O Dragani

$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	2026-04-27
IL	RA	APPROVED	2026-03-10

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	08/2024	Present
U.S. Bank	Milwaukee	WI	06/2023	07/2024
Wisconsin Club	Milwaukee	WI	09/2022	11/2022
Johnson Financial Group	Milwaukee	WI	06/2022	08/2022
Clarios	Glendale	WI	05/2021	08/2021
Northern Indiana Manufacturing	Bourbon	IN	06/2019	08/2019
Marquette University	Milwaukee	WI	08/2019	06/2023
Plymouth High School	Plymouth	IN	08/2015	06/2019

08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
06/2023 → 07/2024

U.S. Bank

Milwaukee, WI
09/2022 → 11/2022

Wisconsin Club

Milwaukee, WI
06/2022 → 08/2022

Johnson Financial Group

Milwaukee, WI
05/2021 → 08/2021

Clarios

Glendale, WI
06/2019 → 08/2019

Northern Indiana Manufacturing

Bourbon, IN
08/2019 → 06/2023

Marquette University

Milwaukee, WI
08/2015 → 06/2019

Plymouth High School

Plymouth, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-10

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