Anand Trilok Desai

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

• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
• 02/2014 → 08/2018
  Fame Wireless
  West Palm Beach, FL
• 01/2009 → Present
  Stadesai Holding Co.
  Bloomfiled Hills, MI
• 01/2014 → 12/2017
  Urealty
  Palm Beach, FL
• 12/2019 → Present
  Bank Of America, N.A.
  Wellesley Hills, MA

Other Businesses

I*127880For profit or not for profit: For-Profit OrganizationName of outside business organization: BLOOMFIELD HILLS MEDICAL BUILDING, LLCInvestment related: YAddress of business:Bloomfield Hills, Michigan 48302Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 6/1/2004Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Manage rental income and pay taxes.I*465562For profit or not for profit: For-Profit OrganizationName of outside business organization: 301A NORTH OCEAN, LLCInvestment related: YAddress of business:Riviera Beach, Florida 33404Nature of business: LLC,Position, title, association: other, Start date of relationship: 12/3/2018Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Manage Rental Income, pay HOA dues and taxes.I*127878For profit or not for profit: For-Profit OrganizationName of outside business organization: SINGLE ISLAND RESORT, LLCInvestment related: YAddress of business:Riviera Beach, Florida 33404Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 11/5/2018Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I manage collection of rental incomefrom tenants and paying HOA and property taxes on this property.I*1020368For profit or not for profit: Entity For ProfitName of outside business organization: STADESAI HOLDING COInvestment related: NAddress of business: Bloomfield Hills, Michigan, 48302Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 1/4/2004Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , The holding company organized and includes all the other declared OBA rental income properties. I am a 2% shareholder of STADESAI HOLDING CO. My Florida real estate license is voluntary inactive and not currently in use.I*1020468For profit or not for profit: Entity For ProfitName of outside business organization: 2700 506B LLCInvestment related: NAddress of business: Riviera Beach, Florida, 33404Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 7/24/2021Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , This is an investment condo where I will be managing the income and expenses through a Merrill WCMA. I will also be working with realtors to handle tenant acquisition.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07