Lauren M Leith

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

• 04/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Omaha, NE
• 05/2021 → 11/2022
  Walt Disney World
  Lake Buena Vista, FL
• 11/2022 → 04/2023
  Unemployed
  Omaha, NE
• 09/2021 → Present
  Universal Orlando Resort
  Orlando, FL
• 01/2021 → 06/2021
  Adp
  Norfolk, VA
• 01/2019 → 12/2020
  Walt Disney World
  Lake Buena Vista, FL
• 11/2018 → 05/2019
  Adp
  Maitland, FL
• 09/2018 → 11/2018
  Florida Orange Groves, Inc. & Winery
  Pasadena, FL
• 04/2017 → 06/2018
  The Henderson Beach Resort
  Destin, FL
• 06/2018 → 09/2019
  Unemployed
  Kissimmee, FL
• 08/2013 → 11/2016
  University Of Alabama
  Tuscaloosa, AL
• 07/2015 → 04/2017
  Unemployed
  Tuscaloosa, AL
• 08/2018 → 04/2020
  University Of Central Florida
  Orlando, FL

Other Businesses

1.For profit or not for profit: For profit 2.Name of outside business organization: Universal Orlando Resort 3.Investment related: No 4.Address of business (City and State Only): Orlando, FL 32819 5.Nature of business: Theme Park 6.Position, title, association: Event Performer 7.Start date of relationship: 09/01/2021 8.Number of hours devoted: 240 hours 9.Number of hours devoted during trading hours: None 10.Duties: Seasonal Halloween Horror Nights Performer for the 2021 and 2022 Halloween Season at Universal Orlando Resort.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-24

Other Names

• Lauren Marie Wilkinson