Elijah J Smith

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

• 08/2019 → 09/2019
  Elwood Staffing
  American Fork, UT
• 02/2019 → 08/2019
  Chip Cookies
  American Fork, UT
• 11/2018 → 01/2019
  Sykes Enterpirses
  Provo, UT
• 08/2018 → 10/2018
  Seva Development
  Sandy, UT
• 07/2019 → 09/2020
  Fox Smith Wealth Management
  Westminster, CO
• 05/2016 → 08/2018
  Church Of Jesus Christ Of Latter Day Saints
  Louisville, KY
• 02/2019 → 10/2019
  Cetera Advisor Networks
  El Segundo, CA
• 10/2019 → 09/2020
  Cetera Advisor Networks
  El Segundo, CA
• 11/2018 → 11/2018
  Interwest Concrete Lifting And Foundation Repair
  American Fork, UT
• 09/2020 → 01/2023
  Fidelity Investments
  American Fork, UT
• 01/2023 → 06/2023
  Capital Wealth Advisors, Llc
  Lehi, UT
• 06/2023 → 01/2025
  Fidelity Investments
  Salt Lake City, UT
• 01/2025 → 08/2025
  Capital Wealth Advisors, Llc
  Lehi, UT
• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT

Previous Registrations

• 2025-03-12 → 2025-10-21
  Capital Wealth, Llc
  Lehi, UT
• 2023-07-10 → 2025-01-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2023-02-03 → 2023-05-26
  Capital Wealth, Llc
  Lehi, UT
• 2020-10-26 → 2023-01-27
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2020-03-11

Other Names

• Elijah Justesen Smith
• Elijah J Smith
• Eli Justesen Smith