Olga Ivanova

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2007-04-25
TX	RA	APPROVED	2007-04-25

NJ RA
APPROVED

Since 2007-04-25
TX RA
APPROVED

Since 2007-04-25

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

1600 American Blvd, Pennington, NJ 08534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	01/2007	Present
Bank Of America, N.A.	Pennington	NJ	07/2011	Present

01/2007 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
07/2011 → Present

Bank Of America, N.A.

Pennington, NJ

Other Businesses

I*95375 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GOLDEN AGE HOME CARE INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 656 W STREET RD, FEASTERVILLE, PENNSYLVANIA 19053 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 6/1/2016 NUMBER OF HOURS DEVOTED: 100 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS AGENCY PROVIDES HOME CARE SERVICES FOR ELDERLY PEOPLE. I TAKE CARE OF AN ELDERLY LADY BEFORE AND AFTER WORK EVERY DAY. I ASSIST WITH GROCERY SHOPPING, COOKING, CLEANING, ETC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-23

S66 Uniform Combined State Law Examination

2007-04-23

View on SEC IAPD