Elizabeth Pechiney

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

• 07/2015 → 09/2016
  Morgan Stanley
  Columbus, OH
• 10/2016 → 04/2020
  Jpmorgan Securities Llc
  Columbus, OH
• 02/2019 → 09/2020
  Go Fitness Center
  Columbus, OH
• 05/2020 → 10/2022
  Morgan Stanley
  Columbus, OH
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC

Previous Registrations

• 2020-05-15 → 2022-11-09
  Morgan Stanley
  Columbus, OH
• 2016-10-20 → 2020-05-06
  J.P. Morgan Securities Llc
  Columbus, OH
  Westerville, OH
  Westerville, OH
  New York, NY
  New York, NY
• 2015-07-02 → 2016-10-12
  Morgan Stanley
  Columbus, OH
  Columbus, OH

Other Businesses

I*1748288 Entity Type, Name of OBA: Entity For ProfitGet Outside Tees Address: RaleighNorth Carolina27605 Investment Related: No Compensation: Yes Position, Title, Association: Owner Employee Start Date: 03/11/2024 No Hours: Monthly No Hours during trading: 0 Duties: Selling outdoor inspired t-shirts on Etsy.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-02

Other Names

• Elizabeth Pechiney
• Elizabeth Ann Pechiney