David Mark Ebner

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

• 10/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 03/2010 → Present
  Bank Of America, Na
  Penn Valley, PA

Other Businesses

I*47494 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DAVID AND NANCY EBNER INVESTMENT RELATED: Y ADDRESS OF BUSINESS: CONSHOHOCKEN STATE ROAD, PENN VALLEY, PENNSYLVANIA 19072 NATURE OF BUSINESS: OTHER,OWNER POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 11/1/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL UNIT

Exams

• S66 Uniform Combined State Law Examination
  1998-01-08

Other Names

• David M Ebner