Brittany L Lecolst

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

• 07/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA

Other Businesses

I*1515316 For profit or not for profit: Entity For Profit Name of outside business organization: Laxachusetts and Legacy Lacrosse LLC Investment related: N Address of business: South Weymouth, Massachusetts, 02190, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 10/1/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Laxachusetts is a club lacrosse team - my responsibilities include coaching lacrosse players at practices and tournaments

Exams

• S66 Uniform Combined State Law Examination
  2011-09-27

Other Names

• Brittany Lane Boulanger