Amy Elizabeth Mcelhose

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

• 01/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD

Other Businesses

Name of other Business: Didi-The Life and Death of a Hidden Artist Investment related (yes or no): No Business address (City, State): Fallston, Maryland, 21047 Nature of business: Book Writing Position/title: Author Relationship with business: Author Start date of relationship: 10/2021 Number of hours a month devoted to business: 2 Number of hours during securities trading hours devoted to business: 1 Description of duties: Author of Didi-The Life and Death of a Hidden Artist. Receives compensation for the book.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-15

Other Names

• Amy Elizabeth Leech
• Amy Elizabeth Ories