Danielle D Gilbert-Richard

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

• 02/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, VT
• 07/2011 → Present
  Bank Of America, N.A.
  Burlington, VT

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: NON PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: FLETCHER ALLEN HEALTH CARE FOUNDATION BOARD ADDRESS OF BUSINESS: BURLINGTON, VT 05401 START DATE OF RELATIONSHIP: 09/03/2010 NUMBER OF HOURS DEVOTED PER MONTH: 50 ANNUALLY DUTIES: PARTICIPATE IN QUARTERLY BOARD MEETINGS AND FUNDRAISING EVENTS I*1057288 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Oro Valley, Arizona Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 I*2221276, Entity Type: , Name of OBA: A H. G Trust, Address: Charlotte, Vermont, 05445, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 28-Feb-2025, No Hours: 10 Yearly, No Hours during Trading: 5 Yearly, Duties: I*2247261, Entity Type: , Name of OBA: A G Trust, Address: Charlotte, Vermont, 05445, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 18-Mar-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2001-08-21

Other Names

• Danielle Dale Gilbert