Angela L Davis

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

• 07/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Punta Gorda, FL
• 07/2011 → Present
  Bank Of America, N.A.
  Punta Gorda, FL

Other Businesses

NAME: DEAF SERVICE CENTER OF SWFLA INVESTMENT RELATED: NO ADDRESS: FT MYERS, FL 33907 NATURE: TO EMPOWER SWFLA'S DEAF AND HARD OF HEARING CITIZEN'S AND THEIR FAMILIES THROUGH EDUCATION,ADVOCACY AND COMMUNITY INVOLVEMENT. YOUR POSITION, TITLE, ASSOCIATION: BOARD OF DIRECTORS,COMMITTEE CHAIR FOR YOUTH AND FAMILY SERVICES, FINANCE COMMITTEE START DATE: 1 YEAR TERM 2005-2006 NUMBER OF HOURS DEVOTED PER MONTH: 8 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: ZERO NAME: DAVIS ROOFING, INVESTMENT RELATED: NO ADDRESS: CAPE CORAL, FL, NATURE: ROOFING COMPANY YOUR POSITION, TITLE, ASSOCIATION: HUSBANDS BUSINESS, START DATE: 08/01/2003 NUMBER OF HOURS DEVOTED PER MONTH: 0, NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0, DUTIES: HELP SPOUSE OVERSEE BUSINESS

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-14
• S65 Uniform Investment Adviser Law Examination
  1996-12-14

Other Names

• Angela Lynn Sacks
• Angela Lynn Osbourne
• Angela Lynn Davis