David Maximilian Krumdieck

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

• 02/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2014 → 12/2018
  Auburn University
  Auburn, AL
• 06/2018 → 08/2018
  Merrill Lynch
  Charlotte, NC
• 05/2017 → 08/2017
  Gcg Wealth Management
  Charlotte, NC
• 05/2016 → 12/2016
  Taylor Richards & Conger
  Charlotte, NC
• 01/2019 → 02/2019
  Extended Travel
  Charlotte, NC
• 11/2019 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*,1970278 Entity Type Entity Charitable, Name of OBA: Charlotte Wine & Food Address: Charlotte, North Carolina28217 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/10/2024No Hours: 4 monthly No Hours during trading: 0 Duties: Charlotte Wine + Food is a non-profit 501(c)3 directed by a fellowship of wine and food connoisseurs that make up its volunteer board of directors. All events benefit strategically selected charity partners that support children in the local community. My position is volunteer board member. I*2079262, Entity Type Fiduciary, Name of OBA: R K TTEE U/A DTD 09/01/2016 Address: Mooresville, North Carolina, 28115 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 06-Nov-2024 No Hours: 0 No Hours during trading: 0 Duties: Power of Attorney/Father I*2100339, Entity Type: Fiduciary, Name of OBA: R K TTEE U/A DTD 09/01/2016, Address: Mooresville, North Carolina, 28115, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 22-Nov-2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney/Father I*2102257, Entity Type: Fiduciary, Name of OBA: R K TTEE U/A DTD 09/01/2016, Address: Mooresville, North Carolina, 28115, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 22-Nov-2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney/Father I*: 2641283 Entity Type: Charitable Name of OBA: Make-a-Wish Address: Charlotte, NC 28210 Investment Related: No Position, Title, Association: Board member Employee Start Date: 7/21/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: Member of the young professional board.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-29

Other Names

• David Max Krumdieck
• David Krumdieck