Lynn Marie Russell Ashihara

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

• 08/2003 → Present
  Bank Of America, N.A.
  Seattle, WA
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Previous Registrations

• 2003-08-19 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Seattle, WA
  Boston, MA
  Seattle, WA
  Seattle, WA
• 2003-05-08 → 2003-08-20
  Banc Of America Securities Llc
  Bellevue, WA

Other Businesses

I*9268For profit or not for profit: Name of outside business organization: Nexus CondominiumInvestment related: Address of business: Seattle, Washington 98101Nature of business: ,Compensation for Activity: Position, title, association: , Start date of relationship: 2/19/2021Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0Duties: I*5151288, Entity Type: , Name of OBA: Cristalla Condominium Board of Directors, Address: Seattle , Washington, 98121, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 08/26/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Director at Large position, general homeowner board activity. Board of directors for the homeowners and residents of the Cristalla condominium building.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-07
• S63 Uniform Securities Agent State Law Examination
  1993-08-06

Other Names

• Lynn Marie Russellgibbs
• Lynn Marie Russell