Sandra L. David

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

• 04/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

I*2207280, Entity Type: Entity Charitable, Name of OBA: Cursillo in Christianity Region 7, Address: Jarrell, Texas, 76537, Investment Related: N, Position, Title, Association: Other, Employee State Date: 03/03/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Cursillo is a Catholic movement with a purpose of assisting people to live out their Christian faith and evangelize/strengthen Christianity in the environments. The Regional Secretariat has asked the I serve on the Regional Service Team. Responsibilities for the Service Team include the possibility of presenting on specific topics during the Regional Encounters and / or at a Cursillo de Cursillo or ad hoc requests from Dioceses through out the Region. At times I could be asked to work or lead a Diocesan Weekend or other activities by our local community.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-29
• S63 Uniform Securities Agent State Law Examination
  2000-12-15

Other Names

• Sandra Sandra