Grant M David

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

• 02/2023 → 10/2024
  Xtollo Investment Partners, Llc
  Austin, TX
• 09/2023 → 10/2024
  Quasar Distributors, Llc
  Austin, TX
• 06/2019 → 08/2022
  Merrill Lynch
  Baton Rouge, LA
• 09/2022 → 01/2023
  Gatzby Productions
  Baton Rouge, LA
• 06/2019 → 08/2022
  Bank Of America Corporation
  Baton Rogue, LA
• 01/2013 → 06/2019
  Unemployed
  Baton Rogue, LA
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 08/2021 → 01/2024
  Nicholls State University
  Thibodaux, LA
• 11/2024 → Present
  Bank Of America, N.A.
  Baton Rouge, LA

Previous Registrations

• 2024-09-10 → 2024-10-21
  Kensington Asset Management, Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12

Other Names

• Grant David
• Grant Mathew David