Lauryn
Harper
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Lauryn Harper is a financial advisor operating out of New York, New York. Harper is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Dunkin' Donuts, Franklin & Marshall College Box Office, Franklin & Marshall College Business Office, Franklin & Marshall College Athletics Department, Franklin & Marshall College Theatre And Dance Department, Zelis, Faith, Bricks, And Mortar, Playhouse Child Development, South Second Street Youth Center, Portsmouth Abbey School and Franklin & Marshall College. Harper holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Rhode Island and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It administers $1 trillion in total assets between its 2,864,234 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically are based on which services the firm provides the client. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Lauryn Harper Work History
Lauryn has been registered as a financial advisor for 0 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Dunkin' Donuts
Franklin & Marshall College Box Office
Franklin & Marshall College Business Office
Franklin & Marshall College Athletics Department
Franklin & Marshall College Theatre And Dance Department
Zelis
Franklin & Marshall College Box Office
Faith, Bricks, And Mortar
Franklin & Marshall College
Playhouse Child Development
South Second Street Youth Center
Portsmouth Abbey School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauryn Harper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Oak Brook, IL
Chevy Chase, MD
Sammamish, WA
Franklin, MA
New York, NY
Lincoln, RI
Napa, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
