Merryll Dyan Mcelwain

Employer firm

Prosperity - An Eisneramper Company CRD 133777

$5.04B regulatory AUM 209 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 07/2020
  Bny Mellon
  Los Angeles, CA
• 05/2015 → 06/2020
  Mbsc Securities Corporation
  Los Angeles, CA
• 02/2026 → Present
  Prosperity - An Eisneramper Company
  Pasadena, CA
• 08/2020 → 01/2026
  Wilmington Trust
  Los Angeles, CA

Previous Registrations

• 2009-06-01 → 2014-10-06
  Morgan Stanley
  Los Angeles, CA
  Los Angeles, CA
• 2008-05-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-04
• S66 Uniform Combined State Law Examination
  2008-05-22

Other Names

• Merryll Dyan Mcelwain