David O Mcbride

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

• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 03/2021 → 03/2022
  Self Employed
  Durham, NC
• 09/2020 → 03/2021
  National Coating & Supplies
  Raleigh, NC
• 09/2019 → 07/2020
  Channeladvisor
  Morrisville, NC
• 01/2017 → 07/2019
  Us Buildings / Elephant Structures
  Boone, NC
• 05/2016 → 11/2016
  Trinity Hope Associates
  Hudson, NC
• 08/2022 → Present
  Bank Of America, N.A.
  Raleigh, NC

Other Businesses

Quality Steel Structure LLC - Owner - Not investment related. Registered in the city of Boone in the state of North Carolina. Centralized point of contact for customers purchasing metal buildings and concrete, electrical, plumbing, insulation, and building contractors for complete metal building pricing, delivery, and installation. Business began in 2019. Due to current market conditions surrounding steel, the business is no longer viable and I am in the process of shutting it down. I currently do not spend any time (0 hours per month) working within or on the business and do not plan to continue business operations in the future.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-02