Laura Marcela Perez

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-30
TX	RA	APPROVED	2021-04-08
CT	RA	APPROVED	2021-04-06

NY RA
APPROVED

Since 2021-06-30
TX RA
APPROVED

Since 2021-04-08
CT RA
APPROVED

Since 2021-04-06

Branch Locations

300 Broadhollow Rd, Melville, NY 11747 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	03/2010	Present
Bank Of America, N.A.	Melville	NY	01/2025	Present

03/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
01/2025 → Present

Bank Of America, N.A.

Melville, NY

Other Businesses

I*445206, Entity Type: Entity For Profit, Name of OBA: Simple Home Concept Inc, Address: Glen Oaks, New York 11004, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 03/06/2019, No Hours: 1, No Hours during trading: 0, Duties: I am signer on the Bank of America checking business account

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-01

S66 Uniform Combined State Law Examination

2021-04-01

Other Names

Laura M. Perez Amado
Laura Perez
Laura M Perez
Laura M Perezamado

View on SEC IAPD