Lawrence Salgado

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

• 07/2012 → 05/2023
  Citibank Na
  New York, NY
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2023 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2014-02-11 → 2023-05-26
  Citigroup Global Markets Inc.
  New York, NY
  Houston, TX
  Miami, FL

Other Businesses

I*1327247For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: N, Address of business: RP, RP, RP, Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/30/2020Number of hours devoted: 1 hour(s) Monthly, Number of hours devoted during trading hours: 0Duties: I*2031268, Entity Type, Entity for Profit, Name of OBA: BOLLSA I Limited Liability Company, Address: Frisco, TX, 75033, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 12/01/2024, No Hours: 1hr/Weekly, No Hours during trading: 0, Duties: The LLC was created to own a rental property in Houston, TX. No active responsibilities required.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-10
• S63 Uniform Securities Agent State Law Examination
  2010-01-20

Other Names

• Lorenzo Salgado