Scott A Davis

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

• 03/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 12/2009 → Present
  Bank Of America, Na
  Miami, FL

Other Businesses

I*3263282Entity Type: For Profit Name of OBA: Florida Rugby Referees Association Address: Port Saint Lucie, Florida, 34986Investment Related: No Position, Title, Association: Referee Employee Start Date: 12/06/2025 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: Officiating of Rugby matches. Refereeing matches

Exams

• S66 Uniform Combined State Law Examination
  2004-07-08

Other Names

• Scott A Davis