David Todd Litvack

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2017-05-19
CT	RA	APPROVED	2016-05-25

NY RA
APPROVED

Since 2021-04-19
TX RA
APPROVED

Since 2017-05-19
CT RA
APPROVED

Since 2016-05-25

Branch Locations

One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2010	Present
Bank Of America Na	New York	NY	07/2010	Present

07/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
07/2010 → Present

Bank Of America Na

New York, NY

Other Businesses

I*5065267, Entity Type: , Name of OBA: D T L TTEE U/A DTD 05/21/2024 M P L-W TR , Address: New York, New York, 10075, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 07/23/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*5065268, Entity Type: , Name of OBA: D T L TTEE U/A DTD 05/21/2024 S G L-W TR , Address: New York, New York, 10075, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 07/23/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*5065270, Entity Type: , Name of OBA: D T L TTEE U/A DTD 05/21/2024 E A L-W TR , Address: New York, New York, 10075, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 07/23/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-24

S66 Uniform Combined State Law Examination

2016-05-24

Other Names

David Litvack
David T Litvack

View on SEC IAPD