Louise Harrison

$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	2026-04-15
IL	RA	APPROVED	2026-02-04

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	10/2025	Present
Aon	Bannockburn	IL	08/2022	09/2025
Grand Valley State University	Allendale	MI	08/2018	05/2022
Starbucks	Jenison	MI	04/2021	12/2021
Starbucks Roastery	Chicago	IL	07/2022	08/2022
Hillel International	Allendale	MI	08/2020	06/2021
Unemployed	Itasca	IL	09/2015	07/2018
Bank Of America, N.A.	Chicago	IL	01/2026	Present

10/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
08/2022 → 09/2025

Aon

Bannockburn, IL
08/2018 → 05/2022

Grand Valley State University

Allendale, MI
04/2021 → 12/2021

Starbucks

Jenison, MI
07/2022 → 08/2022

Starbucks Roastery

Chicago, IL
08/2020 → 06/2021

Hillel International

Allendale, MI
09/2015 → 07/2018

Unemployed

Itasca, IL
01/2026 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-03

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