Alyssa Soto

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

• 01/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 05/2014 → 01/2020
  Pairme Products Llc
  Hummelstown, PA
• 10/2018 → 12/2019
  West Amwell Elementary School
  Lambertville, NJ

Other Businesses

Name: PairMe Products LLC Business is not investment related Address: Hummelstown, PA Nature of Business: Inventor of a product that helps children get their shoes on the correct feet Position: Co-inventor Title: Co-Partner Start Date: Incorporated under the laws of Pennsylvania on May 30, 2014 Number of hours currently devoted: none During trading hours: none Duties: none I*1340251 For profit or not for profit: Entity Charitable Name of outside business organization: Lambertville Area Education Foundation Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 6/9/2023 Number of hours devoted: 50 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I was voted in as a general board member. The main purpose of this non profit organization is to raise funds and vote on educational grants provided to students in the South Hunterdon Regional School District.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-22

Other Names

• Alyssa Marie Wilkins
• Alyssa Soto
• Alyssa M Soto