Lane Taylor Henry

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

• 12/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 07/2021 → 12/2024
  Bank Of America
  Charlotte, NC
• 08/2017 → 05/2021
  Clemson University
  Clemson, SC
• 08/2013 → 08/2017
  River Bluff High School
  Lexington, SC
• 01/2017 → 08/2018
  Southeastern Freight Lines
  Lexington, SC
• 03/2019 → 04/2020
  Atlanta National League Baseball Club
  Atlanta, GA

Other Businesses

I*: 1958267 Entity Type: For Profit Name: Rover Investment-related: No Address: Seattle, Washington Nature: Dog Walking/House Sitting Your position, Title, or relationship: Dog Walker, House Sitter Start date: August 2024 Approximate number of hours/month: 0-1 Number of hours you devote during securities trading hours: 0 Duties: If contacted, I walk people's dogs or watch their house and keep their dog while they are out of town. I*: 2956279 Entity Type: For Profit Name of OBA: The House Mountain Group, LLC Address: Lexington, SC 29072 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 11/01/2025 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: I will serve as a consultant for the company, offering general opinions and advice on the business side of the company. My dad, S. H., is the Principal of The House Mountain Group and will seek my thoughts on business related developments and activities.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-09

Other Names

• Lane Henry