Dinamarie Gargiulo

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

• 09/2015 → 03/2022
  Goldman Sachs, & Co.
  New York, NY
• 03/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith
  Boca Raton, FL
• 07/2021 → 04/2022
  Csl Fitness
  Jersey City, NJ

Other Businesses

Part-time Instructor for Zumba Fitness, LLC. Organization is not primarily engaged in investment-related activity. Organization operates out of New York, NY. Start date is April 1, 2020. Less than two hours per month. Duties include leading Zumba Fitness classes.. I*795271, Entity Type: Entity For Profit, Name of OBA: Zumba Fitness LLC, Address: Hallandale Beach, Florida 33009, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 03/31/2020, No Hours: 1, No Hours during trading: 0, Duties: Zumba class instructor

Exams

• S66 Uniform Combined State Law Examination
  2023-10-09
• S63 Uniform Securities Agent State Law Examination
  2016-05-24