Laurette Maxine Wynn

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

• 08/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
  Aventura, FL
• 07/2011 → Present
  Bank Of America, N.A.
  Aventura, FL

Previous Registrations

• 1994-02-04 → 2009-09-01
  Ubs Financial Services Inc.
  Hallandale Beach, FL
  Aventura, FL

Other Businesses

I*117280 For profit or not for profit: Non-Profit Organization Name of outside business organization: American Jewish Committee (AJC) Investment related: N Address of business: Miami, Florida 33156 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 9/13/2018 Number of hours devoted: 5 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Board of Directors. Purpose is to promote humanitarianism worldwide

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-07-27
• S63 Uniform Securities Agent State Law Examination
  1986-03-24

Other Names

• Laurette Kirson
• Laurette Lindenauer
• Laurette Maxine Wynn
• Laurie Maxine Wynn