Anna Elizabeth Kansol
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to now
- Amc NetworksAug 2021 to Jan 2022
- WebmdJul 2021 to Aug 2021
- Extended TravelJun 2021 to Jul 2021
- L'or�alJan 2021 to Jun 2021
- Covid-19 - UnemployedJan 2020 to Jan 2021
- White Oak KitchenSep 2019 to Dec 2019
- PepsicoJun 2019 to Aug 2019
- The Brandon AgencyJun 2018 to Jul 2018
- AppleFeb 2018 to Mar 2019
- University of GeorgiaMay 2017 to Dec 2019
- Louisiana State UniversityAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7496541
- Firm CRD
- 7691