English Griffith Koontz

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA
• 07/2012 → 03/2019
  Bb&T (Branch Banking & Trust)
  Berryville, VA
• 06/2019 → 10/2022
  Fnb Bank
  Romney, WV

Previous Registrations

• 2009-06-01 → 2012-07-26
  Morgan Stanley
  Vienna, VA
  Winchester, VA
• 2008-07-10 → 2009-06-01
  Morgan Stanley & Co. Llc
  Vienna, VA
• 2002-09-06 → 2008-04-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Washington, DC

Other Businesses

I*4261266, Entity Type: Entity Charitable, Name of OBA: Clarke County Historical Association , Address: Berryville, Virginia, 22611, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 07/01/2026, No Hours: 20 Yearly, No Hours during Trading: 2 Yearly, Duties: Board Member, Preserve Clarke County history and offer educational events celebrating Virginia and Clarke County history. The organization also owns and operates an old working mill that offers grains for the community to support its ongoing operations.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17

Other Names

• English E Griffith
• English Elizabeth Griffith
• English Elizabeth Koontz
• English Griffith Koontz
• English G Koontz