Dale Eugene Reed

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

• 03/2002 → 02/2018
  J.P. Morgan Securities Inc.
  Los Angeles, CA
• 03/2002 → 02/2018
  Jp Morgan Trust Company, N.A.
  Los Angeles, CA
• 02/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 03/2018 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Other Businesses

I*8519 For profit or not for profit: Name of outside business organization: CHRIS AND ARA OVITZ FAMILY TRUST Investment related: Address of business: LOS ANGELES, California 90067 Nature of business: , Position, title, association: , Start date of relationship: 1/1/2010 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-09
• S63 Uniform Securities Agent State Law Examination
  2003-02-26

Other Names

• Dale Eugene Reed
• Dale Reed