Anna Elizabeth Kansol

$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
NY	RA	APPROVED	2024-08-11

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	01/2022	Present
Amc Networks	New York	NY	08/2021	01/2022
Webmd	New York	NY	07/2021	08/2021
L'ORéal	New York	NY	01/2021	06/2021
Extended Travel	New York	NY	06/2021	07/2021
Covid-19 - Unemployed	Marrietta	GA	01/2020	01/2021
White Oak Kitchen	Atlanta	GA	09/2019	12/2019
Pepsico	Medley	FL	06/2019	08/2019
University Of Georgia	Athens	GA	05/2017	12/2019
Apple	Athens	GA	02/2018	03/2019
The Brandon Agency	Charleston	SC	06/2018	07/2018
Louisiana State University	Baton Rouge	LA	08/2014	05/2017

01/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2021 → 01/2022

Amc Networks

New York, NY
07/2021 → 08/2021

Webmd

New York, NY
01/2021 → 06/2021

L'ORéal

New York, NY
06/2021 → 07/2021

Extended Travel

New York, NY
01/2020 → 01/2021

Covid-19 - Unemployed

Marrietta, GA
09/2019 → 12/2019

White Oak Kitchen

Atlanta, GA
06/2019 → 08/2019

Pepsico

Medley, FL
05/2017 → 12/2019

University Of Georgia

Athens, GA
02/2018 → 03/2019

Apple

Athens, GA
06/2018 → 07/2018

The Brandon Agency

Charleston, SC
08/2014 → 05/2017

Louisiana State University

Baton Rouge, LA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-09