Dilini Weerasooriya

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2015 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2013-05-28 → 2015-04-16
  Ubs Financial Services Inc.
  New York, NY
  New York, NY

Other Businesses

I*7283 Entity Type: Rental Property Name of outside business organization: I rent an apt in BK and sublease with roommates Investment related: No Address of business: Brooklyn, New York 11225 Position, title, association: Co-owner with non-family members Start date of relationship: 11/11/2018 Number of hours devoted: 1 hr mthly Number of hours devoted during trading hours: 0 Duties: Co-owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2012-08-14