Lauren Elizabeth Zick

$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
IL	RA	APPROVED	2020-11-06
TX	RA	APPROVED	2019-02-19
CT	RA	APPROVED	2019-02-15

Branch Locations

Sugar Grove, IL • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2018	Present
Circulation, Inc.	Boston	MA	12/2017	02/2018
Smart Vision Labs, Inc.	New York	NY	06/2017	09/2017
Tanglewood Kennels, Llc	St. Charles	IL	05/2014	01/2017
St. John's University	Queens	NY	09/2014	05/2018
Bank Of America, N.A.	New York	NY	06/2019	Present

03/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
12/2017 → 02/2018

Circulation, Inc.

Boston, MA
06/2017 → 09/2017

Smart Vision Labs, Inc.

New York, NY
05/2014 → 01/2017

Tanglewood Kennels, Llc

St. Charles, IL
09/2014 → 05/2018

St. John's University

Queens, NY
06/2019 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-14