Dino Halilovic

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

• 06/2021 → 08/2022
  Jpmorgan Chase Bank, N.A.
  Winnetka, IL
• 06/2021 → 08/2022
  J.P. Morgan Securities Llc
  Winnetka, IL
• 08/2020 → 03/2021
  Gold Coast Exotic Imports Llc
  Chicago, IL
• 07/2019 → 11/2019
  Motor Werks
  Barrington, IL
• 03/2019 → 05/2019
  Gold Coast Exotic Imports Llc
  Chicago, IL
• 12/2018 → 03/2019
  Careerbuilder
  Chicago, IL
• 12/2014 → 11/2018
  Fletcher Jones Chicago / Vista Motors Ltd, Llc
  Chicago, IL
• 05/2019 → 07/2019
  Unemployed
  Des Plaines, IL
• 11/2019 → 08/2020
  Unemployed
  Des Plaines, IL
• 03/2021 → 05/2021
  Unemployed
  Des Plaines, IL
• 08/2022 → 12/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2024 → 11/2025
  Mio Partners (Eu) Gmbh
  Munich
• 01/2026 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2023-04-11 → 2023-12-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-10
• S63 Uniform Securities Agent State Law Examination
  2021-09-03