Laura R Rennels

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

• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2015 → 09/2022
  People Data Labs
  San Francisco, CA
• 11/2022 → Present
  Corepower Yoga
  San Francisco, CA
• 09/2022 → 11/2022
  Extended Travel
  Berlin
• 04/2023 → Present
  Bank Of America N.A.
  San Francisco, CA

Other Businesses

Name of the other businessCorepower Yoga Whether the business is investment-relatedNo Address of the other business1900 Van Ness Ave San Francisco, CA 94109 Nature of the other businessYoga and Fitness Studio Your positionPart time Vinyasa yoga instructor Title, or relationship with the other businessYoga instructor Start date of your relationship11/2022 Approximate number of hours/month you devote to the other business3 hours per week (mostly on weekends) Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI teach 3 heated one hour long vinyasa classes per week.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-15

Other Names

• Laura Rose Rennels