Denise Dinah Gray

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

• 03/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Quincy, MA

Other Businesses

I*2250265, Entity Type: Entity Charitable, Name of OBA: Temple Israel, Sharon MA, Address: Sharon, Massachusetts, 02067, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 06/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Volunteer position; Chair of New Member Committee

Exams

• S66 Uniform Combined State Law Examination
  2017-03-16

Other Names

• Denise Dinah Nahum
• Denise D Gray