Olivia Reid

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

• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  State College, PA
• 05/2019 → 07/2019
  Unemployed
  Port Matilda, PA
• 08/2015 → 05/2019
  The Pennsylvania State University
  State College, PA
• 06/2018 → 08/2018
  Jp Morgan Chase & Co.
  New York, NY
• 09/2017 → 05/2018
  Liontutors
  State College, PA
• 06/2017 → 08/2017
  Frost & Conn. Insurance, Inc.
  State College, PA
• 08/2019 → Present
  Bank Of America, N.A.
  State College, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-10-16

Other Names

• Lily Elizabeth Veronesi
• Olivia Veronesi
• Olivia Elizabeth Veronesi