Lior Itzhak

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

• 10/2013 → 05/2017
  Guardian Life Insurance
  New York, NY
• 01/2014 → 04/2017
  Park Avenue Securities
  New York, NY
• 10/2013 → 05/2017
  Forest Hills Financial Group
  New York, NY
• 05/2017 → 03/2019
  Jp Morgan Chase Bank
  New York, NY
• 08/2017 → 11/2022
  Jp Morgan Securities, Llc
  New York, NY
• 10/2016 → 05/2017
  Adorama
  New York, NY
• 03/2019 → 12/2022
  Jp Morgan Chase Bank N.A.
  New York, NY
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2023 → Present
  Bank Of America N.A.
  New York, NY

Previous Registrations

• 2017-05-25 → 2022-12-03
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

I*1146259, Entity Type: Entity For Profit, Name of OBA: Rental Property 1, Address: Boyton Beach, Florida 33437, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 01/29/2023, No Hours: 1, No Hours during trading: 0, Duties: Owner of Rental Property

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-22
• S63 Uniform Securities Agent State Law Examination
  2015-10-26

Other Names

• Lior Leor Itzhak
• Lior Itzhak
• Lior (Leor) Itzhak
• Lior Yitzhak