Dylan L Reed

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

• 10/2024 → 07/2025
  Equitable Advisors, Llc
  San Francisco, CA
• 08/2020 → 05/2024
  San Diego State University
  San Diego, CA
• 05/2023 → 08/2023
  Globalization Partners
  Vienna, VA
• 04/2020 → 08/2024
  Self-Employed
  Mill Valley, CA
• 08/2016 → 06/2020
  Tamalpais High School
  Mill Valley, CA
• 07/2017 → 07/2021
  Hawks Hoop Camp
  Mill Valley, CA
• 08/2024 → 10/2024
  Unemployed
  Mill Valley, CA
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 12/2025 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2025-06-23 → 2025-06-26
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-18
• S63 Uniform Securities Agent State Law Examination
  2025-04-11

Other Names

• Dylan Lee Reed