Emily Elissa Welch

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

• 03/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Tyler, TX
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Tyler, TX
• 03/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 03/2022 → Present
  Bank Of America, N.A.
  Tyler, TX

Previous Registrations

• 2013-11-12 → 2022-03-28
  Wells Fargo Clearing Services, Llc
  Tyler, TX

Other Businesses

POWER OF ATTORNEY FOR FATHER JOSEPH W ALLEN JR; INV. RELATED; LAKE JACKSON, TX; START DATE 9/2020. POWER OF ATTORNEY FOR GRANDMOTHER DORACE ALLEN; INV. RELATED; TYLER, TX; START DATE 8/2021; 5 HRS PER MONTH; 0 H RS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-12

Other Names

• Emily Welch
• Emily Allen