Leslie Ellerson Doyle

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → Present
  Bank Of America, N.A.
  Norfolk, VA
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA

Previous Registrations

• 2002-05-31 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Norfolk, VA
  Richmond, VA
  Norfolk, VA
• 1999-05-03 → 2002-05-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA

Other Businesses

RENTAL HOME; NON INVESTMENT RELATED; OWNER; START DATE: 09/15/08; HOURS DEVOTED PER MONTH:1; DURING TRADING HOURS:0; COLLECT RENT & RESPOND TO ANY MAINTNANCE ISSUES I*1260349For profit or not for profit: Entity For ProfitName of outside business organization: G and D Joint Residence TrustInvestment related: NAddress of business: Onancock, Virginia, 23417Nature of business: Limited Liability CompanyPosition, title, association: General Partner/Managing MemberStart date of relationship: 6/1/2023Number of hours devoted: 12 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , renting out home we already own I*: 2080272Entity Type: Entity CharitableName of OBA: Children's Health SystemsAddress: Norfolk, VAInvestment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 01/01/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 2 hrs mthly Duties: Board has governance authority over Children's Health Systems and CHKD. The hospital was founded in 1961 and has a history of providing care to every child who needs it, regardless of the family's ability to pay. Their mission is to provide health, healing and hope for all children. In my initial term, my role would be as a general board member to learn about the hospital and be an advocate for the work the hospital is doing in the community. I*3906266, Entity Type: Entity For Profit, Name of OBA: The General D M Foundation, Address: Norfolk, Virginia, 23510, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 05/29/2026, No Hours: 11 Monthly, No Hours during Trading: 1 Monthly, Duties: Advocate, Raise awareness for the impact General M had and connect the Museum with the community.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-15

Other Names

• Leslie Ann Ellerson
• Leslie A Ellerson