Elijah Smith
Elijah Smith is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Salt Lake City, UT, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
60 E South Temple St, Salt Lake City, UT, 84111
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elijah works as an insurance agent selling fixed insurance through CWA Insurance Services, LLC, dedicating about half their time to this activity. This is considered an investment-related outside business activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Capital Wealth, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Capital Wealth Advisors, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Cetera Advisor Networks LLCBroker
State Registrations53 states
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.