David C Wright

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Chicago, IL
• 01/2010 → Present
  Bank Of America, Na
  Chicago, IL

Other Businesses

I*1301280 For profit or not for profit: Entity For Profit Name of outside business organization: Broadmeadow LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 5/17/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Entity formed to purchase a parcel of vacant land. This is not a business, just a vehicle to hold the land. There are no ongoing responsibilities, the land will remain vacant.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-18
• S63 Uniform Securities Agent State Law Examination
  1989-01-25