Yedidya David Diena

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 10/2025 → Present
  Self Employed - Custom Clothing Business
  Passaic, NJ
• 01/2025 → 04/2026
  Madreigos
  Woodmere, NY
• 08/2022 → 09/2024
  Touro University
  Flushing, NY
• 03/2024 → 08/2024
  Chai Lifeline Canada
  Toronto
• 03/2023 → 08/2023
  Chai Lifeline Canada
  Toronto
• 06/2021 → 08/2021
  Chai Lifeline Canada
  Toronto
• 11/2018 → 10/2025
  Self Employed - Custom Clothing Business
  Toronto
• 07/2021 → 07/2021
  Dani Toronto
  Toronto
• 07/2020 → 07/2020
  Dani Toronto
  Toronto
• 07/2019 → 07/2019
  Dani Toronto
  Toronto
• 09/2022 → 01/2025
  Touro University
  Flushing, NY
• 09/2020 → 06/2021
  Yeshivat Sha'aLvim
  Sha'aLvim
• 09/2021 → 06/2022
  Yeshivat Sha'aLvim
  Sha'aLvim
• 09/2016 → 06/2020
  Yeshiva Darchei Torah Of Toronto
  Toronto
• 06/2026 → Present
  Bank Of America, N.A.
  Paramus, NJ

Other Businesses

I*4510283 Entity Type: Entity For Profit Name of OBA: Custom Clothing Business Address: Passaic, New Jersey, 7055 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/01/2018 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Custom menswear business. This is a part time self employment position, and is not incorporated. Occasionally meet clients (weekends, etc.) and measure, recommend and coordinate orders for custom made menswear.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-12

Other Names

• Yedidya D Diena