Xinxian Dong

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

• 01/2021 → 05/2021
  Nyu Stern School Of Business
  New York, NY
• 01/2021 → 05/2021
  Jp Morgan Chase
  New York, NY
• 01/2020 → 12/2020
  Ahrc - Ebs
  New York, NY
• 09/2019 → 02/2020
  Merrill Lynch
  New York, NY
• 07/2018 → 08/2018
  Icbc - Asia
  Beijing
• 05/2018 → 07/2018
  China Wealth (Asset) Management Registry And Custody Co. Ltd
  Beijing
• 08/2017 → 05/2021
  New York University
  New York, NY
• 08/2014 → 05/2017
  Beijing City International School
  Beijing
• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2026 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*1904264, Entity Type: For Profit, Name of OBA:DDD New York, LLC Address: Long Island City, NY 11101 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/01/2024 No Hours: 10 weekly No Hours during trading: 0 Duties: I want to start a small side project selling jewelry online. It's set up as a drop shipping store, so most operations are automated. My main involvement is making occasional social media posts and handling any rare customer inquiries. All work on this project is strictly limited to my time outside of work hours and weekends. I*4965267 Entity Type: For Profit Name of OBA: ElevenLabs Address: New York, New York, 10016 Investment Related: No Position, Title, Association: Other Employee Start Date: 08/01/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Voice acting. Voice acting I*4977267, Entity Type: not for profit, Name of OBA: CFA Society New York, Address: New York, New York, 10036, Investment Related: N, Position, Title, Association: Programming Committee, Employee Start Date: 07/23/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Volunteering to provide commentary for educational event topics and formats that young professionals would like to attend. CFA Society New York is a professional association for CFA charter holders to attend educational events.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-02

Other Names

• Eva Dong