Nathalie A Lanza

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

• 11/2023 → 06/2024
  Pruco Securities Llc
  Boca Raton, FL
• 05/2023 → 11/2023
  The Brickell Financial Advisors
  Panama City
• 04/2022 → 05/2023
  Landmark Properties, Inc.
  State College, PA
• 06/2021 → 08/2021
  Rc Global Corp. - Multi-Family Office
  Panama City
• 06/2020 → 08/2020
  Rc Global Corp - Multi-Family Office
  Panama City
• 08/2018 → 05/2023
  The Pennsylvania State University - University Park
  State College, PA
• 08/2013 → 06/2018
  The International School Of Panama
  Panama City
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 06/2024 → 08/2024
  Unemployment
  Fort Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-06-05

Other Names

• Nathalie A Lanza
• Nathalie Andrea Lanza