Elena O Saveleva
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Bank of America N.A.May 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Apr 2024
- J.P. Morgan Securities LLCSep 2023 to Apr 2024
- First Republic Investment Management, IncMay 2021 to Apr 2024
- First Republic Securities Company, LLCMay 2021 to Oct 2023
- Ameriprise Financial Services, Inc.Jun 2013 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5742463
- Firm CRD
- 7691