Daiane Da Silva Santos

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

• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 07/2016 → 03/2018
  Santander Bank Brazil
  Sao Paulo
• 04/2018 → 04/2019
  Santander Bank Brazil
  Sao Paulo
• 05/2019 → 03/2021
  Santander Bank Brazil
  Sao Paulo
• 03/2021 → 04/2024
  Banco Btg Pactual S.A
  Sao Paulo
• 04/2024 → 09/2024
  Unemployed
  Miami, FL
• 09/2024 → 08/2025
  Bb Americas Bank
  Miami, FL
• 08/2025 → 02/2026
  Bb Americas Bank
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-08-30

Other Names

• Daiane Santos