Edward Lizotte

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

• 03/2014 → 10/2018
  Morgan Stanley
  Garden City, NY
• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY

Previous Registrations

• 2015-11-16 → 2018-10-16
  Morgan Stanley
  Garden City, NY
  Garden City, NY
  Garden City, NY

Other Businesses

I*509955 For profit or not for profit: Entity For Profit Name of outside business organization: Twitch Investment related: N Address of business: Long Beach, California, 90806 Nature of business: ["Corporation"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 8/2/2021 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , I stream video games online. People tune into to the stream to watch me play as I give advice on the game or comments on the game I'm playing. I also competitively and people will tune into watch.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-10
• S63 Uniform Securities Agent State Law Examination
  2013-04-25

Other Names

• Edward Albert Lizotte