Dawn Durbin

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smth Incorporated
  Bethesda, MD

Previous Registrations

• 2009-06-01 → 2014-06-09
  Morgan Stanley
  Vienna, VA
  Mclean, VA
  Reston, VA
  Mclean, VA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Vienna, VA
• 2006-07-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bethesda, MD
  Vienna, VA
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2006-07-22

Other Names

• Dawn Marie Durbin