Eisley Kim

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

• 08/2016 → 05/2017
  Arizona State University
  Tempe, AZ
• 08/2017 → 05/2018
  Montgomery College Community College
  Gaithersburg, MD
• 08/2018 → 08/2020
  Mcdaniel College
  Westminster, MD
• 06/2017 → 08/2017
  Michaels Clean Cut Lawns And Landscaping
  Dickerson, MD
• 08/2017 → 12/2017
  Quince Orchard High School
  Gaithersburg, MD
• 02/2018 → 07/2018
  Bonefish Grill
  Gaithersburg, MD
• 06/2019 → 01/2020
  Lincoln Financial
  Gaithersburg, MD
• 08/2019 → 03/2020
  Mcdaniel College
  Gaithersburg, MD
• 06/2020 → 10/2020
  Lasership
  Beltsville, MD
• 05/2019 → 12/2022
  Lincoln Financial Advisors
  Vienna, VA
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
• 03/2023 → Present
  Bank Of America. N.A.
  Bethesda, MD

Previous Registrations

• 2022-10-18 → 2023-01-04
  Osaic Fa, Inc.
  Vienna, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-17

Other Names

• Eisley Kim
• Eisley Moon Ritz Kim