Lisa A Primack

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

• 10/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dover, DE
• 06/2011 → Present
  Bank Of America,N.A.
  Wilmington, DE

Other Businesses

I*2622262, Entity Type: , Name of OBA: D W, Address: Lewes, Delaware, 19958, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2622263, Entity Type: , Name of OBA: N A, Address: Sea Girt, New Jersey, 08750, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2623263, Entity Type: , Name of OBA: D W Revoc trust, Address: Lewes, Delaware, 19958, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2623266, Entity Type: , Name of OBA: N A, Address: Sea Girt, New Jersey, 08750, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-05
• S63 Uniform Securities Agent State Law Examination
  1991-10-04

Other Names

• Lisa Ann Primack