Cory Christopher Elliott

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

• 05/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 12/2008 → Present
  Happy Child Learning Center
  Camden, NJ
• 04/2006 → Present
  Wal-Mart
  Burlington, NJ

Other Businesses

I*125891 For profit or not for profit: For-Profit Organization Name of outside business organization: eBay Inc Investment related: N Address of business: San Jose, California 95125 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 7/1/2019 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Selling used books, CD's, Movies, Games, etc using the ebay.com platform to connect with buyers and sellers.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-04
• S63 Uniform Securities Agent State Law Examination
  2018-02-16

Other Names

• Cory Elliott