Darby Dettra Huffines

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

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 05/2020 → 05/2022
  Federal Reserve Bank Of Richmond
  Richmond, VA
• 08/2019 → 05/2020
  Longwood University Foundation Llc
  Farmville, VA
• 08/2016 → 08/2019
  Longwood University
  Farmville, VA
• 10/2022 → Present
  Bank Of America N.A.
  Vienna, VA

Other Businesses

I*4983267 Entity Type: Charitable Name of OBA: The Longwood University Foundation, Inc. Address: Farmville, Virginia, 23909 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: The Foundation provides for the betterment of Longwood University and her students through the execution of sound investment portfolio management and administration of the endowment, operational and program funds along with administration of the endowment’s scholarship awards. We also successfully coordinate our fundraising, reporting and donor relationship management with the University’s talented Department of Institutional Advancement. I will serve on the board as a recent graduate fellow member to support the overall mission of the Foundation. I will provide incite to the board from a recent student prospective. My responsibilities will include attending committee meetings monthly and 3 in person meetings a year. I will have no investment discretion or authority over funds transfers. All assets are managed by a third party manager.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-15

Other Names

• Darby S Dettra