Daevon Austin

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

• 01/2022 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith
  Pennington, NJ
• 11/2017 → 01/2022
  Big Lots, Inc.
  Hamilton, NJ
• 08/2015 → 06/2017
  Rowan University
  Glassboro, NJ
• 09/2021 → Present
  Self-Employed
  Trenton, NJ
• 08/2024 → 11/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 02/2024 → 08/2024
  Randstad
  Malvern, PA
• 08/2015 → 06/2020
  Rowan University
  Glassboro, NJ
• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 01/2025 → 02/2026
  Adecco
  Pennington, NJ

Other Businesses

I*2155261, Entity Type Entity Charitable, Name of OBA: Trinity Strings Address: trentonNew Jersey08618 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 01/11/2025 No Hours: 5 weekly No Hours during trading: 0 Duties: Contractor for non-profit organization giving private lessons

Exams

• S66 Uniform Combined State Law Examination
  2026-06-10

Other Names

• Dae'vOn Austin