Remon Dawood

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

• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 02/2018 → 12/2019
  American Lending Inc.
  Costa Mesa, CA
• 07/2018 → 06/2019
  Unemployed
  Asyut
• 06/2013 → 04/2017
  County Of Ornge Social Services Agency.
  Anaheim, CA
• 07/2019 → 02/2020
  Unemployed
  Farmington, CT
• 10/2016 → 02/2017
  Uber, Inc.
  Placentia, CA
• 10/2016 → 02/2017
  Lyft
  Placentia, CA
• 08/2012 → 06/2018
  State Of California For (Dawood Ibrahim)
  Anaheim, CA
• 08/2012 → 06/2018
  State Of California (Souma Mikhail)
  Anaheim, CA
• 03/2022 → Present
  Bank Of America, N.A.
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-11-24

Other Names

• Remon Dawood Soliman Dawood