David S Ornstein

Current Employers

Employment History

• 09/1991 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 06/2011 → Present
  Bank Of America,N.A.
  Darien, CT

Other Businesses

I*: 2538280Entity Type: Fiduciary roleName of OBA: C B EstateAddress: Old Greenwich, CTInvestment Related: No Position, Title, Association: Executor Employee Start Date: 6/13/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 0 Duties: I*: 2643288Entity Type: Fiduciary roleName of OBA: P. AD T. trust u/w C. B.Address: Old Greenwich, CT 06870Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 07/22/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 1 hr mthly Duties: Trustee for In-Laws I*2669270, Entity Type: , Name of OBA: D S O TTEE U/A DTD 07/18/2025 BY C C B, Address: old greenwich, Connecticut, 06870, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 07/29/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2781263, Entity Type, Name of OBA: MLPF& S CUST FBO CCB DECD IRA FBO PT T TRUS Address: Old Greenwich, Connecticut 06870 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/06/2025 No Hours: 1 Monthly No Hours during trading: 0 Duties: I*3991279, Entity Type: , Name of OBA: D S O TTEE U/A DTD 07/18/2025 BY C C B, Address: old greenwich , Connecticut, 06870, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 03/10/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-16
• S63 Uniform Securities Agent State Law Examination
  1992-05-05

Other Names

• David S Ornstein