Laura Kennedy

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2019-03-04
CT	RA	APPROVED	2019-02-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691)	New York	NY	09/2017	Present
Osprey Underwriters	Greenwich	CT	06/2017	08/2017
Extended Travel	Barcelona		05/2017	06/2017
Sieger & Smith	Scarsdale	NY	06/2016	04/2017
Iona College	New Rochelle	NY	08/2014	05/2018

09/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691)

New York, NY
06/2017 → 08/2017

Osprey Underwriters

Greenwich, CT
05/2017 → 06/2017

Extended Travel

Barcelona
06/2016 → 04/2017

Sieger & Smith

Scarsdale, NY
08/2014 → 05/2018

Iona College

New Rochelle, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-11

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