Svetlana Kletsina

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
  New Orleans, LA
• 04/2020 → 07/2021
  Unemployed
  Destrehan, LA
• 02/2017 → 04/2020
  Hosteeva Short Term Rentals
  Metairie, LA
• 10/2016 → 02/2017
  Unemployed/ Maternity Leave
  Destrehan, LA
• 04/2015 → 10/2016
  Regal Hospitality Solutions
  New Orleans, LA

Other Businesses

I*1312322 For profit or not for profit: Entity For Profit Name of outside business organization: Bayou City Real Estate LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/29/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , LLC has been opened to buy rental property and keep it organized under LLC. There is no responsibilities or time should be involved. The managing company will be hired to manage the rental property.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-05