Elizabeth M Rowe

$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	2025-06-16
NY	RA	APPROVED	2025-05-20

Branch Locations

225 Liberty St 2 World Financial Ctr, New York, NY 10281 • 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	10/2024	Present
Montgomery County Elite Lacrosse Club	Rockville	MD	09/2024	09/2024
Unemployed	Rockville	MD	06/2024	08/2024
Fairfield University	Fairfield	CT	09/2019	05/2023
Fairfield University	Fairfield	CT	06/2023	05/2024
Nor'EAster Lacrosse Club	New Haven	CT	06/2023	07/2023
Bank Of America	New York	NY	06/2022	08/2022
Georgetown Visitation Preparatory School	Georgetown	DC	09/2015	06/2019
O'DOnnells Market	Rockville	MD	05/2020	08/2021
Montgomery County Elite Lacrosse	Rockville	MD	09/2017	09/2019

10/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2024 → 09/2024

Montgomery County Elite Lacrosse Club

Rockville, MD
06/2024 → 08/2024

Unemployed

Rockville, MD
09/2019 → 05/2023

Fairfield University

Fairfield, CT
06/2023 → 05/2024

Fairfield University

Fairfield, CT
06/2023 → 07/2023

Nor'EAster Lacrosse Club

New Haven, CT
06/2022 → 08/2022

Bank Of America

New York, NY
09/2015 → 06/2019

Georgetown Visitation Preparatory School

Georgetown, DC
05/2020 → 08/2021

O'DOnnells Market

Rockville, MD
09/2017 → 09/2019

Montgomery County Elite Lacrosse

Rockville, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-20