Elena V Peterson

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

• 04/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellflower, CA
• 09/2019 → 12/2022
  John Kean Restaurant Group
  Nantucket, MA
• 09/2018 → 06/2019
  Nantucket Inn
  Nantucket, MA
• 04/2015 → 01/2022
  Bank Of America
  Nantucket, MA
• 06/2022 → 12/2022
  Queequegs
  Nantucket, MA
• 04/2015 → Present
  Bank Of America N.A
  Bellflower, CA

Other Businesses

I*3301285, Entity Type: Entity For Profit, Name of OBA: Hat house LLC, Address: Joshua Tree, California, 92252, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 01/02/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: only ownership, property management will be hired to run and manage the property, rental property - airbnb

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23

Other Names

• Elena Peterson
• Elena Dolgoeva