Lawrence Manierre

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

• 10/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples, FL
• 07/2011 → Present
  Bank Of America, N.A.
  Naples, FL

Previous Registrations

• 2006-03-31 → 2007-10-01
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

I*4717287 Entity Type: N/A Name of OBA: L E M TTEE U/A DTD 01/15/2015 BY E B M ET AL Address: Naples, Florida, 34106 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/15/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents

Exams

• S66 Uniform Combined State Law Examination
  2006-03-30
• S63 Uniform Securities Agent State Law Examination
  1985-05-14

Other Names

• Larry Manierre
• Lawrence E Manierre
• Lawrence Edward Manierre