David Holt

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

• 09/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bainbridge Island, WA
• 02/2013 → Present
  Bank Of America, N.A.
  Bainbridge Island, WA

Other Businesses

I*4282265 Entity Type: Not for Profit Name of OBA: Poulsbo Yacht Club Address: Poulsbo, Washington, 98370 Investment Related: No Position, Title, Association: Employee Start Date: 06/05/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: Boating & Social Club Fleet Captain. Responsible for planning and organizing club boat cruises

Exams

• S66 Uniform Combined State Law Examination
  2012-12-06