Lauren M Wong

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

• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yorba Linda, CA
• 01/2023 → 11/2024
  Marshall B. Ketchum University
  Fullerton, CA
• 12/2019 → 12/2022
  National 4-H Council
  Chevy Chase, MD
• 06/2018 → 12/2019
  Association Of American Law Schools
  Washington D.C., DC
• 09/2017 → 06/2018
  The George Washington University
  Washington D.C., DC
• 11/2016 → 08/2017
  Merrill Lynch
  Brea, CA
• 09/2013 → 11/2016
  University Of California, San Diego
  San Diego, CA
• 08/2017 → 05/2019
  The George Washington University
  Washington D.C., DC
• 09/2017 → 05/2018
  Smithsonian National Museum Of Natural History
  Washington, WA
• 01/2025 → Present
  Bank Of America, N.A.
  Yorba Linda, CA

Other Businesses

I*4839267, Entity Type Entity Charitable, Name of OBA: R N Library & Birthplace Docent Guild Address: Yorba Linda California 92886 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/01/2017 No Hours: 200 Yearly No Hours during trading: 0 Duties: Coordinate and support the docent internship program, including recruitment, training, and mentorship of student volunteers. Serve as museum docent. Nonprofit org composed of 200+ museum docents who support visitor services, tours, educational programs and public engagement at the Richard Nixon Presidential Library.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-30

Other Names

• Lauren Michelle Wong