Ellie L Klima

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 08/2020 → Present
  Mother Bear's Pizza
  Bloomington, IN
• 09/2019 → 10/2020
  Texas Roadhouse
  Bloomington, IN
• 08/2018 → 05/2023
  Indiana University
  Bloomington, IN
• 04/2017 → 07/2019
  Chipotle
  Carmel, IN
• 05/2015 → 05/2017
  Carmel High School
  Carmel, IN

Other Businesses

I*2787276, Entity Type: Entity For Profit, Name of OBA: Texas Roadhouse, Address: Fishers, Indiana, 46038, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 09/02/2025, No Hours: 8 Weekly, No Hours during Trading: 0 Weekly, Duties: Serving food, cleaning tables Part time serving job at a restaurant

Exams

• S66 Uniform Combined State Law Examination
  2025-04-04