Elizabeth V Kittrell

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

• 02/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX

Other Businesses

I*1269292For profit or not for profit: Entity For ProfitName of outside business organization: Pine Sky Minerals LLCInvestment related: NAddress of business: Tyler, Texas, 75701Nature of business: ["S Corporation"]Position, title, association: ["Owner"], Start date of relationship: 4/25/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Co-owner of the business with my husband, P K. He is buying oil and gas mineral acreage, and I am the 50% owner of the company. I*2070269, Entity Type Fiduciary, Name of OBA: White Hawk Trust Address: Tyler, Texas, 75701 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 31-Oct-2024 No Hours: 10 Yearly No Hours during trading: 1 yearly Duties: I*2244353, Entity Type Entity For Profit, Name of OBA: Dock Holiday LTE LLC Address: Tyler Texas75707 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/06/2022No Hours: 1 yearly No Hours during trading:1 yearly Duties: Real estate investment; sold the house in February 2025

Exams

• S66 Uniform Combined State Law Examination
  2015-03-17

Other Names

• Victoria Williamson
• Elizabeth Victoria Williamson
• Elizabeth V Williamson