Dante K Abono

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

• 07/2021 → 12/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 08/2019 → 06/2021
  University Of Central Florida
  Orlando, FL
• 06/2020 → 08/2020
  Bank Of America Merrill Lynch
  Orlando, FL
• 06/2019 → 06/2020
  Interlachen Country Club
  Winter Park, FL
• 08/2016 → 05/2018
  Diablo Valley College
  Pleasant Hill, CA
• 07/2016 → 07/2017
  Contra Costa County
  Martinez, CA
• 08/2018 → 05/2019
  University Of Nevada Reno
  Reno, NV
• 06/2018 → 01/2019
  Aramark
  Oakland, CA
• 11/2021 → 12/2023
  Bank Of America, N.A.
  Orlando, FL
• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 01/2024 → 09/2025
  Extended Travel
  Niceville, FL
• 11/2018 → 05/2019
  Sk Baseball Llc
  Reno, NV
• 10/2025 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2022-04-20 → 2024-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  New York, NY
  Orlando, FL
  Orlando, FL
  Sarasota, FL
  Winter Park, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-11-09

Other Names

• Dante Kenneth Abono