Daniela P. Monnott

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

• 10/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hialeah, FL
• 04/2020 → 10/2025
  Regions Bank
  Coral Gables, FL
• 02/2017 → 04/2020
  Grove Bank And Trust
  Coral Gables, FL
• 01/2016 → 02/2017
  Allison James Estates And Homes
  Miramar, FL
• 01/2026 → Present
  Bank Of America, N.A.
  Hialeah, FL

Other Businesses

I*3109270, Entity Type, Name of OBA: Rental Property 1Address: HialeahFlorida33014 Investment Related: No Position, Title, Association:Co-owner with other family members Employee Start Date: 12/01/2021No Hours: 0.5 monthly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2026-03-10

Other Names

• Daniela Paola Monnott
• Daniela P Monnott