Dylan Santalo

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

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 08/2019 → 02/2020
  Merrill Lynch
  Gainesville, FL
• 06/2019 → 08/2019
  Merrill Lynch
  Fort Lauderdale, FL
• 08/2016 → 05/2020
  University Of Florida
  Gainesville, FL
• 08/2020 → Present
  Bank Of America N.A.
  Fort Lauderdale, FL

Other Businesses

I*: 1940289Entity Type: CharitableName of OBA: Pastel Foundation Inc.Address: Oakland Park, FL 33334Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 04/20/2025Number of Hours: 5 hrs wklyNumber of Hours during trading: 0Duties: The purpose of this entity is to support the LGBTQ+ community in areas such as providing health educational resources, professional development, and social programming to strengthen the LGBTQ+ professional network. I will be coordinating virtual and in person events as the President. I*2199403, Entity Type: Entity For Profit, Name of OBA: Flor de Vida LLC, Address: Oakland Park, Florida, 33334, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee State Date: 02/13/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Flor de Vida provides fresh floral arrangements for special occasions and events. The activity will be solely on the weekends once in a while.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30