Daniela Alejandra Amar

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

• 03/2015 → 01/2020
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2016 → 01/2020
  Suntrust Advisory Services
  Atlanta, GA
• 01/2020 → Present
  Merrill Lynch, Pierce Fenner & Smith Incorporated
  North Bethesda, MD
• 01/2020 → Present
  Bank Of America N.A.
  North Bethesda, MD

Previous Registrations

• 2016-10-07 → 2020-01-07
  Truist Advisory Services, Inc.
  Washington, DC
  Washington, DC
• 2015-08-11 → 2016-12-31
  Truist Investment Services, Inc.
  Washington, DC
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2015-07-29

Other Names

• Daniela Amar
• Daniela A Amar