Dylan Scott Baker

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

• 02/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2021 → 06/2022
  Class Action Capital
  New York, NY
• 10/2019 → 12/2020
  The Millennium Alliance
  New York, NY
• 04/2013 → 09/2019
  Arenas Deli & Bar
  Longneck, DE
• 06/2017 → 08/2018
  Keller Williams Realty Surf On Home Team
  Bethany Beach, DE
• 01/2021 → 11/2021
  Unemployed
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-08-15