Elizabeth Anne Biava

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2019-11-25

Branch Locations

525 Washington Blvd Investment Solutions Group, Jersey City, NJ 07310 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2019	Present
Moravian College	Bethlehem	PA	08/2015	05/2019
Michael Kors	Lawrenceville	NJ	11/2017	01/2019
Stuart Country Day School Of The Sacred Heart	Princeton	NJ	06/2015	08/2018

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
08/2015 → 05/2019

Moravian College

Bethlehem, PA
11/2017 → 01/2019

Michael Kors

Lawrenceville, NJ
06/2015 → 08/2018

Stuart Country Day School Of The Sacred Heart

Princeton, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-22