Elizabeth Flynn

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-05
NY	RA	APPROVED	2024-06-14

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2022	Present
7Twelve Advisors Llc	Nashville	TN	10/2020	03/2022
Portfolioia	Nashville	TN	03/2021	03/2022
Ann Taylor Loft	Nashville	TN	09/2019	05/2020
Nashville Ballet	Nashville	TN	06/2018	05/2020
Tennessee State University	Nashville	TN	09/2018	12/2018
Belmont University	Nashville	TN	01/2019	Present
Ridgewood High School	Ridgewood	NJ	09/2014	06/2018
Ballet Academy East	New York	NY	01/2022	03/2022
Mufg Investor Services	New York	NY	06/2020	08/2020
Bank Of America, N.A.	New York	NY	02/2025	Present

03/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
10/2020 → 03/2022

7Twelve Advisors Llc

Nashville, TN
03/2021 → 03/2022

Portfolioia

Nashville, TN
09/2019 → 05/2020

Ann Taylor Loft

Nashville, TN
06/2018 → 05/2020

Nashville Ballet

Nashville, TN
09/2018 → 12/2018

Tennessee State University

Nashville, TN
01/2019 → Present

Belmont University

Nashville, TN
09/2014 → 06/2018

Ridgewood High School

Ridgewood, NJ
01/2022 → 03/2022

Ballet Academy East

New York, NY
06/2020 → 08/2020

Mufg Investor Services

New York, NY
02/2025 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-13

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