Lauren Bodziony, financial advisor Toledo 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 Toledo, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Toledo, OH Jun 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo, OH Jun 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Perrysburg, OH Jul 2016 - Current 7
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Lauren Bodziony
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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