Daniel Peter Lattanzi

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

• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 10/2015 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*503993 For profit or not for profit: Name of outside business organization: Daniel Lattanzi Investment related: N Address of business: Kennebunk, Maine, 04043 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/1/2022 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2015-08-15
• S63 Uniform Securities Agent State Law Examination
  2012-10-05