Lauren Bodziony, financial advisor Perrysburg OH

Lauren Bodziony

CRD Number: 6681973
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lauren Bodziony (CRD# 6681973) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Perrysburg, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Perrysburg, OH Jul 2016 - Current 5
Max And Ermas Perrysburg, OH May 2016 - Sep 2016 < 1
Fifth Third Bank Perrysburg, OH Jul 2015 - Jul 2016 1
Ups Maumee, OH Nov 2013 - Jul 2015 1
Kmart Fremont, OH Nov 2011 - Dec 2013 2
Middle School/high School Clyde, OH Sep 2007 - May 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Lauren Bodziony
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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