Bella Khamitsaeva

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

• 09/2005 → 12/2017
  Bb&T Investment Services
  Port Orange, FL
• 12/2017 → 10/2022
  Jp Morgan Securities, Llc
  Port Orange, FL
• 10/2022 → 10/2024
  Principal Life Insurance Company
  Port Orange, FL
• 10/2022 → 10/2024
  Principal Securities Inc
  Port Orange, FL
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Daytona Beach, FL
• 01/2025 → Present
  Bank Of America, N.A.
  Daytona Beach, FL

Previous Registrations

• 2022-10-19 → 2024-11-04
  Principal Securities, Inc.
  Port Orange, FL
  Jacksonville, FL
  Port Orange, FL
• 2017-12-14 → 2022-10-14
  J.P. Morgan Securities Llc
  Port Orange, FL
  New Smyrna Beach, FL
  Port Orange, FL
  Daytona Beach Shores, FL
• 2011-12-20 → 2017-12-12
  Bb&T Investment Services, Inc.
  New Smyrna Beach, FL
  Orange City, FL
  Orange City, FL
  Port Orange, FL
  Port Orange, FL
  Daytona Beach, FL
  Daytona Beach, FL
  Daytona, FL
  Charlotte, NC
  Orlando, FL
  Saint Augustine, FL
  Coral Springs, FL
  Ponte Vedra Beach, FL
  Port Orange, FL
  Seminole, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-16
• S63 Uniform Securities Agent State Law Examination
  2007-11-10