Damian Hedley

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

• 02/2006 → 08/2025
  Ubs Financial Services
  San Francisco, CA
• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 10/2025 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2006-02-03 → 2025-09-09
  Ubs Financial Services Inc.
  Fairfax, CA
  San Francisco, CA
  San Francisco, CA
  Los Angeles, CA
  Pacific Palisades, CA
  Los Angeles, CA
  San Francisco, CA
  San Anselmo, CA
  San Anselmo, CA
• 2003-11-14 → 2006-02-08
  Banc Of America Investment Services, Inc.
  San Francisco, CA
• 2003-03-06 → 2003-12-02
  Wells Fargo Investments, Llc
  San Francisco, CA

Other Businesses

1) Hedley Holdings, LLC/ Los Angeles/ 90049 California / United States / Partnership / Real Estate /This is an LLC established by my father and I to make investments in various businesses, mainly chain hotels. It is an 80/20 partnership, although all the capital has been put up by him. My 20% comes from helping manage the LLC./ Coordinating with mine and my father's CPA that manages the overall responsibilities of the LLC. Doing due diligence on the various investments./ Receive compensation?: Yes/ Investment in company?: Yes, 20%/ Authority to make investment decisions?: Yes/ Start Date 1/1/2013 /// 2) AKH Investments, LLC / San Anselmo California 94960 / Invest gifts made to me and my sister in 2012. / Pass-through entity / Family LLC / Manage investments and distributions of the LLC / Managing Member / Start Date: 1/1/2013

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-05
• S63 Uniform Securities Agent State Law Examination
  2002-02-22

Other Names

• Damian Anthony Hedley
• Damian A. Hedley
• Damian Hedley