Elizabeth Mei O'BRien

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

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2016 → 05/2020
  Elon University Campus Recreation And Wellness
  Elon, NC
• 08/2016 → 05/2020
  Elon University
  Elon, NC
• 06/2019 → 08/2019
  Bank Of America Merill Lynch
  Pennington, NJ
• 12/2018 → 01/2019
  Bank Of America Merrill Lynch
  Pittsburgh, PA
• 06/2018 → 08/2018
  Bank Of America Merrill Lynch
  Pittsburgh, PA
• 06/2018 → 08/2018
  City Works Restaurant And Bar
  Pittsburgh, PA
• 06/2017 → 08/2017
  Liv's Oyster Bar
  Old Saybrook, CT
• 06/2017 → 08/2017
  Old Saybrook Parks And Recreation
  Old Saybrook, CT
• 01/2026 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-09-18

Other Names

• Liz O'BRien
• Elizabeth Obrien