Kris Severin Lawrence

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

• 02/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
• 06/2015 → Present
  Bank Of America, N.A.
  Farmington Hills, MI

Other Businesses

I*516214For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: No Address of business: Silverthorne, Colorado, 80498Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 9/10/2021Number of hours devoted: 2 hours Weekly Number of hours devoted during trading hours: 0 Duties: I*1965303, Entity Type: Non-Profit, Name of OBA: Salvation Army Address: Denver, CO 80203 Investment Related: No Position, Title, Association: Finance Committee Chair Employee Start Date: 9/23/2024 No Hours: 2 hrs per year No Hours during trading: Duties: Lead strategic vision of the finance committee as the chair for the Salvation Army Intermountain Division Advisory Board. This will include working with other finance committee members alongside the local finance staff members to provide strategic visioning. This includes discussing how current Salvation Army initiatives fit into the long term vision of the Intermountain Division. No check writing or investment conversations will occur as part of the role. Investment discussions are held at a national level and not through the individual divisions. Final decisions on the Intermountain Divisions budget will NOT be part of this volunteer positions responsibility. I*: 2260270 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Denver, CO 80204 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/01/2025 Number of Hours: 24 hrs annually Number of Hours during trading: 0 Duties: Co owner of rental property I*: 2431281 Entity Type: Rental Property Name of OBA: Rental Property 3 Address: Denver, CO 80212 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/22/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Co owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2015-07-27

Other Names

• Kris Lawrence