Elizabeth Ashley Smart

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

• 09/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 08/2017 → 09/2017
  Unemployed
  Springfield, MO
• 06/2011 → 07/2017
  Bank Of The West
  S. Lake Tahoe, CA

Other Businesses

I*4908267, Entity Type: , Name of OBA: Rental Property - 13-Jul-26 - 1, Address: Kansas City, Kansas, 66112, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 08/01/2026, No Hours: 24 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-12-07

Other Names

• Ashley Smart
• Elizabeth Smart