Olga Leonova

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2020-11-30
TX	RA	APPROVED_RES	2017-03-06
CT	RA	APPROVED	2015-05-15

CO RA
APPROVED

Since 2020-11-30
TX RA
APPROVED_RES

Since 2017-03-06
CT RA
APPROVED

Since 2015-05-15

Branch Locations

Denver, CO • United States

6400 S Fiddlers Green Cir, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Belmont	MA	03/2013	Present
Bank Of America, N.A.	Belmont	MA	08/2013	Present

03/2013 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Belmont, MA
08/2013 → Present

Bank Of America, N.A.

Belmont, MA

Other Businesses

I*, 3070304 Entity Type: For Profit Name of OBA: Rental Property 1 Address: Dennis, Massachusetts, 02638, Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01/08/2021 No Hours: 10 hours per year No Hours during trading: 0 Duties: Rental Property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-17

S66 Uniform Combined State Law Examination

2013-06-17

Other Names

Olga Sergeevna Leonova
Olga S Leonova
Olga Hendawi
Olga Leonova

View on SEC IAPD