Elizabeth Mae Schiavone

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

• 08/2010 → 12/2021
  Mbsc Securities Corporation
  Greenwich, CT
• 08/2009 → 12/2021
  Bnymellon
  Greenwich, CT
• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-29
• S63 Uniform Securities Agent State Law Examination
  2011-01-14

Other Names

• Elizabeth Mae Sawyer
• Elizabeth Mae Richman