Lucas Irwin Newman

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

• 12/2015 → 01/2017
  Precast Systems Inc
  Allentown, NJ
• 02/2017 → 09/2017
  Vector Marketing
  Howell Twp, NJ
• 09/2017 → 05/2020
  Gettysburg College
  Gettysburg, PA
• 05/2020 → 01/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2020 → 01/2021
  Northwestern Mutual Investment Services Llc
  Wall Township, NJ
• 01/2021 → 07/2022
  Mass Mutual Life Insurance Company
  Warren, NJ
• 02/2021 → 07/2022
  Mml Investors Services, Llc
  Warren, NJ
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 10/2022 → Present
  Bank Of America N.A.
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-04-09

Other Names

• Lucas I Newman
• Luke Newman
• Lucas Irwin Newman
• Lucas Newman