Elisa Isabella maria Rastelli
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- UnemployedSep 2022 to Nov 2022
- Full Circle Women's CareMar 2022 to Sep 2022
- New Eagle SolutionsFeb 2022 to Feb 2022
- UnemployedDec 2021 to Mar 2022
- Target (store 1267)Sep 2021 to Dec 2021
- StarbucksJun 2020 to Aug 2021
- UnemployedMar 2020 to Jun 2020
- Walt Disney WorldFeb 2020 to Mar 2020
- StarbucksJun 2019 to Jan 2020
- The Ailey SchoolJun 2018 to Aug 2018
- Art Students League of New YorkFeb 2018 to Apr 2019
- Next Generation BalletJun 2017 to Jul 2017
- The Home DepotMay 2017 to Aug 2017
- Fordham University -- Fordham College At Lincoln CenterSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7668064
- Firm CRD
- 7691