Lisa Kim Dechelfin

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

• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 11/2020 → 06/2021
  Pnc Bank
  Lynnfield, MA
• 01/2017 → 10/2020
  Citizens Bank
  Boston, MA
• 04/2008 → 10/2017
  Country Curtains
  Ridgewood, NJ
• 09/2021 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*743235 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Johnson City, Tennessee, 37601 Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 2/22/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2021-10-04

Other Names

• Lisa Kim Hoffman
• Lisa Kim Turck