Eleni Marie Passias

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

• 02/2011 → 11/2016
  Wells Fargo Advisors Llc
  Chicago, IL
• 02/2011 → 07/2018
  Wells Fargo Bank, N.A.
  Chicago, IL
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 07/2018 → 09/2022
  Citigroup
  Chicago, IL
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 10/2022 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2018-08-09 → 2022-10-01
  Citigroup Global Markets Inc.
  Chicago, IL
  New York, NY
• 2011-03-24 → 2018-07-25
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Charlotte, NC
  Chicago, IL
  Charlotte, NC
  Chicago, IL
  Duluth, MN
  Minneapolis, MN
• 2007-05-29 → 2011-02-23
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2005-10-07 → 2007-05-29
  Citicorp Investment Services
  Chicago, IL
  Chicago, IL

Other Businesses

472 N. Larch LLC; Rental Property; Investment-related; Elmhurst, IL; Affiliation started on 01/29/2021; Title: Co-owner; Duties: none, rental property managed by spouse; 0 hours devoted each month during and outside securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-03
• S63 Uniform Securities Agent State Law Examination
  2002-04-26