Dishawn M Miller

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

• 03/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plainsboro, NJ

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CALVARY CHRISTIAN METHODIST EPISCOPAL CHURCHINVESTMENT RELATED: NADDRESS OF BUSINESS:JERSEY CITY, NEW JERSEY 07304NATURE OF BUSINESS: CHARITABLE ORGANIZATIONPOSITION, TITLE, ASSOCIATION: ACCOUNT SIGNORSTART DATE OF RELATIONSHIP: 10/01/2006NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 HOUR(S) MONTHLYDUTIES: BANKING, INVESTMENT ADVICE AND MONEY MANAGEMENT. THE INVESTMENT ACCOUNT IS IN THE NAME OF THE CHURCH AND BENEFITS ONLY THE CHURCH. THE INVESTMENTS ARE CONVERSATIVE AND ARE ONLY TO BE SOLD IN EVENT THE FUNDS ARE REQUIRED FOR USE BY THE CHURCH.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-10