Elana Y Ginsburg

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

• 06/2009 → 09/2024
  Morgan Stanley Smith Barney Llc
  Beverly Hills, CA
• 01/2015 → 09/2024
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 11/2024 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Previous Registrations

• 2009-06-01 → 2024-10-02
  Morgan Stanley
  Beverly Hills, CA
  Pacific Palisades, CA
  Beverly Hills, CA
  El Segundo, CA
• 2009-01-27 → 2009-06-01
  Morgan Stanley & Co. Llc
  Beverly Hills, CA

Other Businesses

I*2037283, Entity Type Fiduciary role Name of OBA: R G TTEE E G TTEE U/A DTD 09/15/2023 Address: Manhattan Beach, California, 90266 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date:24-Oct-2024 No Hours: 0 No Hours during trading: 0 Duties: Trustee

Exams

• S66 Uniform Combined State Law Examination
  2009-01-26

Other Names

• Elana Y Pianko
• Elana Y Ginsburg
• Elana Yael Pianko
• Elana Ey Pianko
• Elana Ginsburg