Elisabeth Ashley Dewailly

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

• 05/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY
• 09/2015 → 05/2018
  Alphataraxia Llc
  Arlington, VA
• 07/2018 → Present
  Bank Of America, N.A.
  Garden City, NY

Other Businesses

I*370597 For profit or not for profit: Entity Charitable Name of outside business organization: WINGS WorldQuest Investment related: N Address of business: Jersey City, New Jersey, 07302 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 6/1/2022 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , It is volunteering but it also includes fundraising. I would continue to be a junior council member and I have been invited to join the board as a board member. I would continue to help organize/run events centered around fundraising for women in science,

Exams

• S66 Uniform Combined State Law Examination
  2018-09-07

Other Names

• Elisabeth Dewailly