Elizabeth Hazel Anderson

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

• 03/2015 → 06/2025
  State Employees' Credit Union
  Arden, NC
• 05/2017 → 06/2025
  Secu Brokerage Services
  Raleigh, NC
• 05/2017 → 06/2025
  Secu Life Insurance Company
  Raleigh, NC
• 09/2017 → 06/2025
  Credit Union Investment Services
  Raleigh, NC
• 10/2018 → 06/2025
  Members Trust Company
  Tampa, FL
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC
• 09/2025 → Present
  Bank Of America, N.A.
  Asheville, NC

Previous Registrations

• 2018-03-09 → 2025-07-01
  Credit Union Investment Services
  Snow Hill, NC
  Zebulon, NC
  Asheville, NC
  Arden, NC

Other Businesses

I*2675271, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Herbalife International of America, Inc. Address: Los AngelesCalifornia20080 Investment Related: No Position, Title, Association: Other Employee Start Date: 10/26/2020 No Hours: 0 yearly No Hours during trading: 0 yearly Duties: In years past I have sold the products offered by providing my website link. I am considered a distributor, but at this time I do not advertise the products in any way, but maintain my status for the discount on the products I use for myself. None

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-09
• S63 Uniform Securities Agent State Law Examination
  2017-09-13

Other Names

• Elizabeth Hazel Anderson
• Elizabeth Hazel Griffith
• Elizabeth H Anderson