Elisa Isabella Maria Rastelli

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

• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2022 → 09/2022
  Full Circle Women's Care
  Jacksonville, FL
• 02/2022 → 02/2022
  New Eagle Solutions
  Jacksonville, FL
• 09/2021 → 12/2021
  Target (Store 1267)
  Waterford, CT
• 06/2020 → 08/2021
  Starbucks
  Madison, CT
• 02/2020 → 03/2020
  Walt Disney World
  Orlando, FL
• 06/2019 → 01/2020
  Starbucks
  Madison, CT
• 09/2015 → 05/2019
  Fordham University -- Fordham College At Lincoln Center
  New York, NY
• 02/2018 → 04/2019
  Art Students League Of New York
  New York, NY
• 06/2018 → 08/2018
  The Ailey School
  New York, NY
• 06/2017 → 07/2017
  Next Generation Ballet
  Tampa, FL
• 05/2017 → 08/2017
  The Home Depot
  Rockland, MA
• 09/2022 → 11/2022
  Unemployed
  Jacksonville, FL
• 02/2022 → 03/2022
  Unemployed
  Jacksonville, FL
• 12/2021 → 02/2022
  Unemployed
  Jacksonville, FL
• 03/2020 → 06/2020
  Unemployed
  Madison, CT

Exams

• S66 Uniform Combined State Law Examination
  2024-04-09

Other Names

• Elisa Rastelli