Damien Henry Garcia

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

• 10/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2005 → Present
  Bank Of America, Na
  New York, NY

Other Businesses

I*108786 For profit or not for profit: For-Profit Organization Name of outside business organization: Damien H Garcia (sole proprietor) Investment related: N Address of business: Brooklyn, New York 11211 Nature of business: Sole Proprietorship, Position, title, association: Other, Teacher Start date of relationship: 3/1/2006 Number of hours devoted: 24 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Damien H Garcia (sole proprietor) is my personal business under my name as an Art teacher/instructor where I receive contract work as a teacher currently teaching Ceramics classes I*963263 For profit or not for profit: Entity For Profit Name of outside business organization: Damien H Garcia Investment related: N Address of business: Edgewater, New Jersey, 07020 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 8/18/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Sole Proprietorship

Exams

• S66 Uniform Combined State Law Examination
  2019-08-06

Other Names

• Dh Garcia
• Damien Garcia