Elinor Zaleha Wessels

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

• 10/2018 → 08/2022
  Capital One
  New York, NY
• 05/2015 → 10/2018
  Homemaker
  Arverne, NY
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2022 → Present
  Bank Of America N.A.
  New York, NY

Other Businesses

Rental Property 1 Yes Rockaway Park NY 11693 Rental Property for the purpose of Investment Co-owner Co-owner 04/27/22 2 1 Co-owner of a rental property that has a management company maintaining the property and a broker who finds prospective tenants. I am involved only when any major issues or concerns arise.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2004-11-22

Other Names

• Elinor Wessels
• Elinor Z Nathan
• Elinor Zaleha Nathan