Todd Adam Discala

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

• 09/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jericho, NY
• 09/2009 → Present
  Bank Of America, Na
  Jericho, NY

Other Businesses

I*120075For profit or not for profit: For-Profit OrganizationName of outside business organization: DFT, LLC.Investment related: YAddress of business:Syosset, New York 11791Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 1/16/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 1Duties: This is a family LLC and I am the manager. I*2624277, Entity Type: , Name of OBA: R V D AND A S D JTWROS, Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/16/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2626261, Entity Type: , Name of OBA: MLPF& S CUST FPO R V D IRA , Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/16/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2626262, Entity Type: , Name of OBA: R V D TTEE U/A DTD 03/21/2011 , Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/16/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2626263, Entity Type: , Name of OBA: MLPF& S CUST FPO R V D IRA , Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/16/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2626264, Entity Type: , Name of OBA: A S D TTEE U/A DTD 03/21/2011, Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/16/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2626265, Entity Type: , Name of OBA: A S D IRA FBO A S D, Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/16/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2669314, Entity Type: , Name of OBA: R V D TTEE U/A DTD 03/21/2011, Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/30/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2671276, Entity Type: , Name of OBA: A S D TTEE U/A DTD 03/21/2011, Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/30/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*, 2781267Entity Type: FiduciaryName of OBA: N J D 2025 TrustAddress: Syosset, New York 11791Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 08/22/2025No Hours: 1 hour per monthNo Hours during trading: 0 Duties: Trustee I*4555267 Entity Type: Fiduciary Role Name of OBA: T A D TTEE U/A DTD 07/29/2025 BY R V DAddress: Huntington, New York, 11743Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 05/11/2026 Number of Hours: 1, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Parents I*4750279, Entity Type: , Name of OBA: T A D TTEE U/A DTD 07/29/2025 BY R V D, Address: Huntington, New York, 11743, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 06/23/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*5025268, Entity Type: , Name of OBA: A S D TTEE T A D TTEE U/A DTD 07/29/2025 , Address: Huntington St, New York, 11746, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/21/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-25
• S63 Uniform Securities Agent State Law Examination
  1992-12-03

Other Names

• Todd A Discala