Destiney M Constantatos

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

• 01/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bohemia, NY
• 05/2015 → Present
  Bank Of America, N.A.
  Bohemia, NY

Other Businesses

I*: 1870318Entity Type: Entity For ProfitName of OBA: Alexandra 7315 LLCAddress: Lake Park, FLInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 07/01/2024Number of Hours: 0 hrsNumber of Hours during trading: 0 hrsDuties: non operating partnerI*: 2049275Entity Type: Limited Liability CompanyName of OBA: Alexandra 612 llcAddress: Lake Park, FloridaInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 03/2024Number of Hours: 0Number of Hours during trading: 0Duties: Owner I*2049275 Entity Type: Entity For Profit Name of OBA: Alexandra 612 llc Address: Lake Park, FL 33403 Investment Related: N Position, Title, Association: Owner Employee Start Date: 03/22/2024 No Hours: 0 No Hours during trading: 0 Duties: This LLC was created to purchase land that the restaurant (alexandra 7315 LLC) is on. I just have this company to limit liability

Exams

• S66 Uniform Combined State Law Examination
  2015-06-16

Other Names

• Destiny Caldwell
• Destiney Marie Caldwell