Eleni Marie Passias

CRD 3133780 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Chicago, IL

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 65Series 63Series 10Series 9Series 24SIESeries 55Series 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (13)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Chicago, IL · IA capacity

Sep 29, 2022 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Chicago, IL · BC capacity

start not retrieved → present
Citigroup Global Markets Inc.
BD capacity

Aug 9, 2018 → Oct 1, 2022
Citi Private Advisory, LLC
BD capacity

Aug 9, 2018 → Oct 1, 2022
Citigroup Global Markets Inc.
IA capacity

Aug 9, 2018 → Oct 1, 2022
Wells Fargo Clearing Services, LLC
BD capacity

Mar 24, 2011 → Jul 25, 2018
Wells Fargo Clearing Services, LLC
IA capacity

Mar 24, 2011 → Jul 25, 2018
Citigroup Global Markets Inc.
BD capacity

May 29, 2007 → Feb 23, 2011
Citigroup Global Markets Inc.
IA capacity

May 29, 2007 → Feb 23, 2011
Citicorp Investment Services
IA capacity

Oct 7, 2005 → May 29, 2007
Citicorp Investment Services
BD capacity

May 11, 2005 → May 29, 2007
Goldman, Sachs & Co.
BD capacity

Sep 9, 2002 → Mar 9, 2004
Spear, Leeds & Kellogg, L.P.
BD capacity

Dec 4, 1998 → Sep 9, 2002

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3133780 ↗ FINRA BrokerCheck record for CRD 3133780 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.