Elvi R Feliz laureano
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Peoplease LLCSep 2023 to Oct 2023
- Wells Fargo Bank, NAOct 2022 to Oct 2024
- Citizens Bank, N.AMar 2022 to Oct 2022
- Citizens Securities, IncMar 2022 to Oct 2022
- Home DepotFeb 2022 to Oct 2022
- Wells Fargo Clearing Services, LLCApr 2018 to Feb 2022
- Wells Fargo Bank, NAMar 2015 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6940387
- Firm CRD
- 7691