Laura Callahan
Laura Callahan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Salt Lake City, UT, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
280 S Main St, Salt Lake City, UT, 84101
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Regulatory History (3)
Financial
January 2026Financial
April 2025Financial
May 2024Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Atel Securities CorporationBroker
PFS Investments INC.Broker
Icon Advisers, INC.
Icon Distributors, INC.Broker
Columbia Management Distributors, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Presidential Brokerage, INC.Broker
Presidential Brokerage, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
James Wheeler & CO. Investments, INC.Broker
B. C. Ziegler and CompanyBroker
Smith Barney INC.Broker
Dain Bosworth IncorporatedBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.