Alisa Danaj

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

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Texas City, TX
• 04/2021 → 05/2022
  Wells Fargo
  Friendswood, TX
• 08/2019 → 04/2021
  Friendswood Eye Center
  Friendswood, TX
• 04/2019 → 07/2019
  Pacsun
  Texas City, TX
• 01/2019 → 04/2019
  Schlitterbahn Waterpark
  Galveston, TX
• 08/2018 → 01/2019
  Bon Appetit Cafe
  League City, TX
• 02/2022 → 03/2022
  Cedar Fair: (Schlitterbahn):
  Galveston, TX
• 04/2018 → 06/2018
  Kemah - Amusements-Boardwalk
  Kemah, TX
• 06/2019 → 10/2019
  Pacsun
  Texas City, TX
• 08/2019 → 04/2022
  Friendswood Eye Center
  Friendswood, TX
• 08/2016 → 06/2019
  Clear Falls Highschool
  League City, TX
• 08/2018 → 12/2021
  College Of The Mainland
  Texas City, TX
• 01/2022 → 05/2023
  University Of Houston Clear Lake
  Clear Lake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-02-14