Laura Greaser
Laura Greaser is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Southlake, TX, with 22 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
601 State St, Southlake, TX, 76092
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Regulatory History (1)
Customer Dispute
February 2023Other Business Activities
Laura has a real estate license and may assist friends and family with home sales, dedicating minimal time annually. She is also a committee member for UT Health Luminaries and the Center for Hearing and Speech, spending minimal time per month and quarter, respectively, on fundraising activities. Laura also owns rental property and acts as Power of Attorney, spending minimal time on each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations28 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.