Genevieve Pelczarski

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

• 09/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

I*4485265 Entity Type: Fiduciary role Name of OBA: L. A M. TOD BENEFICIARIES ON FILE Address: Taunton, Massachusetts, 2780 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/22/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4485266 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO L. A M. IRA FBO L. A M. Address: Taunton, Massachusetts, 2780 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/22/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents

Exams

• S66 Uniform Combined State Law Examination
  2005-10-27
• S63 Uniform Securities Agent State Law Examination
  2003-07-24

Other Names

• Genevieve Mottola