EP
EP

Elizabeth Pechiney

11 Years of Experience
Myrtle Beach, SC
Broker

Elizabeth Pechiney is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Myrtle Beach, SC, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

2024 Corporate Centre Dr, Myrtle Beach, SC, 29577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elizabeth owns and operates Get Outside Tees, selling outdoor-inspired t-shirts on Etsy since March 2024. This activity is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - Present · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - Present · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Morgan Stanley
May 2020 - November 2022 · 2 yrs 6 mos
Morgan StanleyBroker
May 2020 - November 2022 · 2 yrs 6 mos
J.P. Morgan Securities LLC
October 2016 - May 2020 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2016 - May 2020 · 3 yrs 7 mos
Morgan Stanley
July 2015 - October 2016 · 1 yr 3 mos
Morgan StanleyBroker
February 2014 - October 2016 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.