Elizabeth Ann Krisko

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

• 02/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockville, MD
• 02/2012 → Present
  Bank Of America, N.A.
  Rockville, MD

Other Businesses

I*: 2929272 Entity Type: Charitable Name of OBA: Impact 100 Greater Chesapeake Address: Annapolis, MD 21401 Investment Related: No Position, Title, Association: Member Employee Start Date: 07/02/2025 Number of Hours: 15 hrs annually Number of Hours during trading: 0 Duties: I reviewed grant applications and did site visits of the non profit applications. I do not have any affiliation or relationship with the charities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-10
• S63 Uniform Securities Agent State Law Examination
  1995-02-07

Other Names

• Elizabeth Ann Mayer
• Elizabeth A Krisko