Akofa Allen

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

• 01/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 04/2020 → 12/2020
  Aerotek
  Arlington, VA
• 03/2019 → 03/2020
  Uber
  San Francisco, CA
• 04/2014 → 04/2017
  Govolution Llc
  Arlington, VA
• 04/2017 → 03/2019
  Unemployed (Life Event)
  Manassas, VA
• 01/2024 → Present
  Bank Of America, N.A.
  Hunt Valley, MD

Other Businesses

I*4909270, Entity Type: , Name of OBA: Estate of M K D, Address: Manassas, Virginia, 20112, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 08/03/2026, No Hours: 48 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2022-08-16

Other Names

• Akofa Dogbatse
• Akofa Aku Alexandra Allen
• Akofa Aku Dogbatse