Domagoj P Dapic

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

• 06/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Boston, MA
• 12/2012 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*: 2670285 Entity Type: Name of OBA: 23 Worcester St. Condo Association Address: BostonMassachusetts02118 Investment Related: n Position, Title, Association: Board Member Employee Start Date: 07/29/2025 No Hours: 1hr/wk No Hours during trading:0 Duties: Condo association for the building in which I live. None, just a resident

Exams

• S66 Uniform Combined State Law Examination
  2012-09-13

Other Names

• Patrick Dapic
• Domagoj Dapic