Dana Rose Arvanites

Employer firm

The Dala Group, LLC CRD 291828

$265M regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
• 01/2014 → 03/2020
  Misericordia, Heart Of Mercy
  Chicago, IL
• 06/2017 → 03/2018
  Aramark
  Rosemont, IL
• 03/2020 → 03/2026
  Bank Of America, N.A.
  Oak Brook, IL
• 03/2026 → Present
  The Dala Group, Llc
  Hoffman Estates, IL

Previous Registrations

• 2021-07-19 → 2026-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Oak Brook, IL
  Oak Brook, IL
  Elmmhurst, IL
  Elmhurst, IL
  Elmhurst, IL
  Clayton, MO
  Chicago, IL
  Clayton, MO
  Elmmhurst, IL
  Mount Prospect, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-07-16

Designations

• Certified Financial Planner