Neil Larson

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

• 05/2014 → 04/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 07/2014 → 04/2017
  Bank Of America, N.A.
  Pennington, NJ
• 10/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2017 → 10/2017
  My House Your Home
  Brick, NJ

Previous Registrations

• 2014-06-17 → 2017-04-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 2014-02-06 → 2014-04-23
  Equitable Advisors, Llc
  Brick, NJ
  Wall, NJ
  Wall, NJ

Exams

• S66 Uniform Combined State Law Examination
  2014-01-30

Other Names

• Neil Larson
• Neil Steven Larson
• Neil Steven Larson