Dina M Attia

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

• 11/2000 → 10/2024
  Wells Fargo Bank
  West Covina, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  West Covina, CA
• 11/2016 → 10/2024
  Wells Fargo Clearing Services, Llc
  West Covina, CA
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CA

Previous Registrations

• 2011-01-03 → 2024-10-25
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
  West Covina, CA
  Pasadena, CA
  West Covina, CA
  El Segundo, CA
  El Segundo, CA
  Corona, CA
  San Diego, CA
  San Diego, CA
• 2007-08-24 → 2011-01-03
  Wells Fargo Investments, Llc
  City Of Industry, CA
  West Covina, CA
  Los Angeles, CA
  West Covina, CA

Other Businesses

I*2062259 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: West Covina, CA 91792 Investment Related: N Position, Title, Association: Co-owner with other family members Employee Start Date: 04/20/2010 No Hours: 2 No Hours during trading: 0 Duties: I*: 2062258 Entity Type: Entity For Profit Name of OBA: 4Hearts Inc Address: Corona, CA 92883 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/20/2019 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: Physician Office - Administrative assistant I*: 2177273 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Wildomar, CA 92595 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 03/01/2025 Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property

Exams

• S66 Uniform Combined State Law Examination
  2007-08-23

Other Names

• Dina Magid Zaklama