David Coody

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

• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 11/2022 → 09/2025
  Maximus
  New York, NY
• 09/2025 → 01/2026
  Unemployed
  Fort Lauderdale, FL
• 01/2022 → 11/2022
  Outreach House
  New York, NY
• 01/2021 → 06/2021
  Odyssey House
  New York, NY
• 11/2022 → 01/2023
  Unemployed
  New York, NY
• 08/2019 → 01/2021
  Mississippi State University
  Starkville, MS
• 01/2017 → 12/2019
  Hotel Chester
  Starkville, MS
• 01/2016 → 01/2017
  Mississippi State University
  Starkville, MS
• 08/2015 → 09/2017
  Bin 612
  Starkville, MS
• 11/2016 → 12/2016
  Restaurant Tyler
  Starkville, MS
• 09/2017 → 11/2017
  Clairmont Designs
  Laurel, MS
• 07/2019 → 10/2019
  Old Glory
  Nashville, TN
• 06/2022 → 05/2024
  Oasis Outsourcing - 432 Park Avenue Events
  New York, NY
• 06/2021 → 06/2021
  Anchor House
  New York, NY
• 06/2017 → 01/2020
  Veranda
  Starkville, MS
• 05/2021 → 11/2022
  Pier 17 - Jean George - Malibu Farm
  New York, NY
• 06/2021 → 07/2021
  Employees Only
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-07-12