David Matthew De Cerbo

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2007-03-09
NJ	RA	APPROVED	2004-03-17

TX RA
APPROVED_RES

Since 2007-03-09
NJ RA
APPROVED

Since 2004-03-17

Branch Locations

2 Tower Center Blvd, East Brunswick, NJ 08816 • United States

Metuchen, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	East Brunswick	NJ	10/1998	Present
Bank Of America, N.A.	Brunswick	NJ	05/2011	Present

10/1998 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

East Brunswick, NJ
05/2011 → Present

Bank Of America, N.A.

Brunswick, NJ

Other Businesses

I*375643 For profit or not for profit: Name of outside business organization: Metuchen Golf and Country Club Investment related: N Address of business: Edison, New Jersey, 08820 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Officer","Other"], Start date of relationship: 11/1/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: see the attached pdf, Vice President - board member

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-02-10

S66 Uniform Combined State Law Examination

1999-02-10

Other Names

David M Decerbo
David Matthew Decerbo

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