Elvia Francesca Macri

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

• 04/2013 → 03/2020
  Jpmorgan Securities Llc
  New York, NY
• 11/2020 → 05/2021
  Morgan Stanley
  New York, NY
• 05/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY
• 04/2020 → 10/2020
  Unemployed
  Brooklyn, NY

Previous Registrations

• 2020-12-24 → 2021-06-11
  Morgan Stanley
  New York, NY
• 2013-07-26 → 2020-04-06
  J.P. Morgan Securities Llc
  New York, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2013-07-08
• S63 Uniform Securities Agent State Law Examination
  2006-09-02

Other Names

• Elvia Francesca Macri
• Elvia F Macri
• Elvia Francesca Flynn
• Elvia Flynn
• Elvia Flynn
• Elvia Francesca Flynn