Heather Dibrizzi Arnell

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL

Other Businesses

I*128531For profit or not for profit: For-Profit OrganizationName of outside business organization: H DIBRIZZI FLORIDA LLCInvestment related: YAddress of business:TAMPA, Florida 33637Nature of business: LLCPosition, title, association: Owner, Start date of relationship: 11/26/2018Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: this is just a holding entity to receive rental payments in a business checking account from my rental property I*131244For profit or not for profit: For-Profit OrganizationName of outside business organization: Monat Global CorpInvestment related: NAddress of business:Doral, Florida 33178Nature of business: Corporation,Position, title, association: Part-Time, Start date of relationship: 5/15/2020Number of hours devoted: 40 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Selling Beauty Products - hair & skin care

Exams

• S66 Uniform Combined State Law Examination
  2009-11-30
• S63 Uniform Securities Agent State Law Examination
  2007-06-04

Other Names

• Heather Dibrizzi