Elizabeth Marie Donaldson

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
DE	RA	APPROVED	2025-04-12
TX	RA	APPROVED	2015-04-28

DE RA
APPROVED

Since 2025-04-12
TX RA
APPROVED

Since 2015-04-28

Branch Locations

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

655 Paper Mill Rd, Newark, DE 19711 • 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	01/2015	Present

01/2015 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Other Businesses

I*2767262, Entity Type: , Name of OBA: Rental Property 1, Address: Hamilton, New Jersey, 08610, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 08/19/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-24

S66 Uniform Combined State Law Examination

2015-04-24

View on SEC IAPD