David E. Eddy

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

• 06/2003 → Present
  Merrill Lynch Pierce Fenner & Smith Inc
  Lafayette, LA
• 06/2011 → Present
  Bank Of America,N.A.
  Lafayette, LA

Previous Registrations

• 2001-03-07 → 2003-06-23
  Prudential Equity Group, Llc
  Lafayette, LA

Other Businesses

I*: 2942280 Entity Type: Fiduciary role Name of OBA: B. E. Address: Breaux Bridge, LA 70517 Investment Related:No Position, Title, Association: Power of Attorney Employee Start Date: 7/1/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-15
• S65 Uniform Investment Adviser Law Examination
  2000-09-15

Other Names

• David Edward Eddy
• David Eddy