Eileen Elizabeth O'DOnnell

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

• 06/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2009-10-23 → 2010-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 2006-02-16 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Glen Rock, NJ
• 2004-08-02 → 2005-04-19
  Wells Fargo Clearing Services, Llc
  Wayne, NJ

Exams

• S66 Uniform Combined State Law Examination
  2003-04-26

Other Names

• Eileen Odonnell
• Eileen Elizabeth Odonnell