Elbert Lee Bledsoe

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

• 10/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 06/2011 → Present
  Bank Of America,N.A.
  Jacksonville, FL

Other Businesses

SUCCESSOR TRUSTEE, 12877 MEAD LANDING COURT, JACKSONVILLE, FL 32202 - INVESTMENT RLT'D - YES,HRS DEVOTED TO ACTIVITY - 1, HRS DURING TRADING - 1, DATE ACTIVITY BEGAN 04/05/12, POSITION - TRUSTEE, I AM SUCCESSOR TRUSTEE FOR MY UNCLE -- ACCOUNT IS CURRENTLY HERE AND WOULD REMAIN AT MERRILL.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-13
• S63 Uniform Securities Agent State Law Examination
  1985-09-04

Other Names

• Lee Bledsoe