Elyssia Beaulieu
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 2021 to now
- Goodwin CollegeJan 2024 to Dec 2024
- CarmaxJan 2020 to Oct 2021
- Osi RestaurantNov 2019 to Nov 2019
- Macy'sOct 2019 to Dec 2019
- Central Connecticut State UniversityAug 2019 to Dec 2019
- Star HardwareSep 2018 to Aug 2019
- ShopriteJul 2017 to Sep 2018
- Ellington High SchoolJan 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8026202
- Firm CRD
- 7691