Laura Katherine Borselli

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

• 11/2018 → 05/2022
  Td Private Client Wealth Llc
  West Palm Beach, FL
• 09/2014 → 11/2018
  Td Bank
  Boca Raton, FL
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boynton Beach, FL
• 05/2022 → Present
  Bank Of America, N.A.
  Boynton Beach, FL

Previous Registrations

• 2020-08-05 → 2022-06-03
  Td Private Client Wealth Llc
  West Palm Beach, FL
  Palm Beach, FL
  Greenville, SC
  West Palm Beach, FL

Other Businesses

I*1477260 For profit or not for profit: Entity For Profit Name of outside business organization: Roberts Contracting Inc Investment related: N Address of business: Boynton Beach, Florida, 33435, United States Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 9/20/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: authorized signer only, Authorized signer on my husband's business in case anything should happen to him. I would have no responsibility in the business. My husband is a general contractor specializing in doors and hardware on commercial properties.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-18

Other Names

• Laura Loperfido
• Laura Borselli
• Laura Slasinski