Donald Harrison Fitch

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

• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 08/2018 → 10/2018
  Unemployed
  N/A, CO
• 06/2018 → 08/2018
  Direct Sign Wholesale
  Denver, CO
• 05/2017 → 05/2018
  Texas A&M
  Commerce, TX
• 01/2016 → 04/2017
  Park University
  Parkville, MO
• 11/2018 → Present
  Bank Of America, N.A.
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-02-22

Other Names

• Donald Fitch