Danica D Sachs

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

• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 05/2024 → 02/2025
  Unemployed
  Portland, OR
• 09/2023 → 05/2024
  Converge 45
  Portland, OR
• 09/2016 → 12/2019
  Fraenkel Gallery
  San Francisco, CA
• 01/2015 → 06/2016
  Fine Arts Museums Of San Francisco
  San Francisco, CA
• 09/2013 → 09/2016
  Self-Employed
  San Francisco, CA
• 12/2019 → 06/2023
  Self-Employed
  San Francisco, CA

Other Businesses

I*: 2209274 Entity Type: Fiduciary role Name: The S. Revocable Trust Investment-related: No Address: Portland OR 97212 Title, or relationship with the other business: Successor trustee Start date of your relationship: 01/01/2025 Hours/month you devote to the other business: 1 hr mthly Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Successor trustee for a family trust I*: 2207279 Entity Type: Charitable Name: Friends of Alameda Investment-related: No Address: Portland OR 97212 Your position Board member Start date of your relationship: 02/01/2025 Hours/month you devote to the other business: 5 hrs mthly Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Fundraising and community engagement

Exams

• S66 Uniform Combined State Law Examination
  2026-03-05

Other Names

• Danica Diane Willard