Larry Crane Cobb

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

• 03/2018 → 09/2019
  First Citizens Investor Services
  Raleigh, NC
• 07/2017 → 09/2019
  First Citizens Bank
  Columbia, SC
• 07/2013 → 07/2017
  Wells Fargo
  Columbia, SC
• 09/2019 → 02/2023
  Wells Fargo Clearing Services, Llc
  Columbia, SC
• 09/2019 → 02/2023
  Wells Fargo Bank, Na
  Columbia, SC
• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 02/2023 → Present
  Bank Of America, N.A.
  Columbia, SC

Previous Registrations

• 2019-12-05 → 2023-03-02
  Wells Fargo Clearing Services, Llc
  Greenville, SC
  Columbia, SC
  Cape Coral, FL
  Naples, FL
  Columbia, SC
  Greenville, SC

Other Businesses

Rental Property 1 Not Investment related Address: Cape Coral, FL Position/ Title: Co-owner Start date: 03/01/2023 Approximate number of hours/month:0 Briefly describe your duties: I devote 0 hours to the property as I pay a property management company to handle everything. They collect the rent, deal with contracts, up keep, maintenance and find the tenants etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-05
• S63 Uniform Securities Agent State Law Examination
  2018-04-27

Other Names

• Buck Cobb
• Larry Crane Cobb
• Larry Crane Cobb
• Larry Crane Cobb