Leah Anne Green

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

• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 06/2018 → 08/2019
  Providence One Partners
  Lake Mary, FL
• 06/2017 → 05/2020
  Washington And Lee Bookstore
  Lexington, VA
• 08/2020 → 05/2021
  Washington And Lee Tennis Center
  Lexington, VA
• 06/2020 → 08/2020
  Bank Of America Merrill Lynch
  Westlake Village, CA
• 03/2021 → 05/2021
  Clover Boutique
  Lexington, VA
• 05/2021 → Present
  Liam Fitzpatrick's
  Lake Mary, FL
• 04/1999 → 06/2017
  Unemployed
  Longwood, FL
• 11/2021 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Other Businesses

Liam Fitzpatrick's Not Investment Related Lake Mary, FL Restaurant Hostess Hostess 05/2021 30 hours a month None Seating people, cleaning tables, handling to-go orders

Exams

• S66 Uniform Combined State Law Examination
  2021-12-16