Daniel Alejandro Gomes

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

• 12/2018 → 02/2020
  Morgan Stanley
  Bethesda, MD
• 04/2018 → 12/2018
  Wyndham Destinantions
  Oxon Hill, MD
• 11/2017 → 03/2018
  Keller Williams Realty
  Reston, VA
• 09/2017 → 11/2017
  Not Employed
  Note Employed, DC
• 10/2016 → 09/2017
  Horatius Inc
  Glen Ellen, CA
• 09/2013 → 10/2016
  Froggys Franquicias
  San Antonio De Los Altos
• 03/2019 → 02/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
• 04/2020 → Present
  Bank Of America, N.A.
  North Bethesda, MD

Previous Registrations

• 2019-03-20 → 2020-02-07
  Morgan Stanley
  Bethesda, MD

Other Businesses

*377733 - BNI Local Chapter; Investment related No; Networking group; Leadership position (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 1For profit or not for profit: For Profit Activity Name of outside business organization: Real Estate owned and rented- San Francisco CAInvestment related: NoAddress of business:San Francisco \ California Nature of business: Real estate owned and rented Compensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 06/30/2010Number of hours devoted: 1Number of hours devoted during trading hours: 0Duties: Keep up with admin burden of renting this property. For profit or not for profit: For Profit ActivityName of outside business organization: Real Estate owned and rented Madeira Portugal Investment related: NoAddress of business:Facc AB Camara de Lobos Madeira Portugal Nature of business: Real estate owned and rentedCompensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 05/01/2016Number of hours devoted: 1Number of hours devoted during trading hours: 0Duties: Keep up with admin burden of renting this propertyFor profit or not for profit: For Profit ActivityName of outside business organization: Amazon.com / Independent Contractor Investment related: NoAddress of business:PO Box 80683 Seatle WA 98108Nature of business: Package deliveries Compensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 09/01/2017Number of hours devoted: 2Number of hours devoted during trading hours: 0Duties: Package deliveriesI*805242For profit or not for profit: Entity For ProfitName of outside business organization: OCHO-CINCO-OCHOInvestment related: NAddress of business: Rockville, Maryland, 20852Nature of business: ["Limited Liability Company"]Position, title, association: ["Director"], Start date of relationship: 4/15/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Family entity to hold title and manage real estate investments I*1962283 Entity for Profit Name of OBA: PadelPro Sports Group LLc Address: Rockville, Maryland, 20852 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/19/2024 No Hours: 2 No Hours during trading: 0 Duties: The purpose of this entity is to promote "Padel Tennis" in the US. Raise awareness about the sport, promote education, adoption of the sport and in the future become a retail and wholesale distributor of sports goods used in the practice of this sport. This business will eventually become a Wholesaler of sports goods used in the practice of Padel Tennis.Role: Advice on business operations when needed, like when hiring a vendor, or staff members. Help on events aimed to increase awareness about the practice of this sport.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-20

Other Names

• Daniel Alejandro Gomes Fernandes