Elias Bashour

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

• 11/2020 → 01/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2014 → 10/2020
  Red Lobster Hospitality Llc
  San Marcos, TX
• 08/2014 → 12/2018
  Texas State University
  San Marcos, TX
• 07/2020 → 11/2020
  Unemployed
  Fort Worth, TX
• 01/2023 → 03/2024
  Fidelity Investments
  Westlake, TX
• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburg, PA
• 04/2024 → Present
  Bank Of America, N.A.
  Pittsburgh, PA

Previous Registrations

• 2023-04-17 → 2024-03-06
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-04-10
• S63 Uniform Securities Agent State Law Examination
  2021-09-24

Other Names

• Eli Bashour
• Elias Eugene Bashour
• Elias Bashour