Elyssa Polster

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

• 05/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2011 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2002-06-12 → 2005-06-04
  Ameriprise Financial Services, Llc
  New York City, NY

Other Businesses

I*89145 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ELYSSA POLSTER INVESTMENT RELATED: Y ADDRESS OF BUSINESS: FAIRFIELD, CONNECTICUT 6824 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY HUSBAND AND I HAVE PURCHASED AN INVESTMENT PROPERTY THAT WE WILL BE RENTING OUT. WE WILL BE SERVING AS LANDLORDS.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-10

Other Names

• Elyssa Beryl Coleman
• Elyssa Beryl Polster