Elvi R Feliz Laureano

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 → 02/2022
  Wells Fargo Bank, Na
  Bayonne, NJ
• 04/2018 → 02/2022
  Wells Fargo Clearing Services, Llc
  Bayonne, NJ
• 03/2022 → 10/2022
  Citizens Securities, Inc
  Westwood, MA
• 03/2022 → 10/2022
  Citizens Bank, N.A
  Ft Washington, PA
• 10/2022 → 10/2024
  Wells Fargo Bank, Na
  East Greenville, PA
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA
• 09/2023 → 10/2023
  Peoplease Llc
  Quakertown, PA
• 02/2022 → 10/2022
  Home Depot
  Allentown, PA
• 01/2025 → Present
  Bank Of America, N.A.
  Allentown, PA

Previous Registrations

• 2022-11-02 → 2024-11-20
  Wells Fargo Clearing Services, Llc
  Allentown, PA
  East Greenville, PA
• 2022-03-11 → 2022-10-05
  Citizens Securities, Inc.
  Conshohocken, PA
• 2021-03-17 → 2022-02-25
  Wells Fargo Clearing Services, Llc
  Bayonne, NJ
  Short Hills, NJ
  Telford, PA
  Philadelphia, PA

Other Businesses

I*2109310, Entity Type, Name of OBA: Rental Property 1 Address: Allentown Pennsylvania 18103 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 08/20/2020No Hours: 1 yearly No Hours during trading: 1 yearly Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-03-15
• S63 Uniform Securities Agent State Law Examination
  2018-07-13

Other Names

• Elvi Ramiro Felizlaureano
• Elvi Ramiro Feliz Laureano