David C Browne

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2022 → 08/2022
  Unemployed
  Katonah, NY
• 08/2021 → 05/2022
  Syracuse University
  Syracuse, NY
• 04/2021 → 08/2021
  Inverness Council Llc
  New York, NY
• 08/2020 → 04/2021
  Syracuse University
  Syracuse, NY
• 06/2020 → 08/2020
  Bedford Golf And Tennis Club
  Bedford, NY
• 04/2020 → 06/2020
  Unemployed
  Katonah, NY
• 08/2019 → 04/2020
  Syracuse University
  Syracuse, NY
• 06/2019 → 08/2019
  Bedford Gold And Tennis Club
  Bedford, NY
• 04/2019 → 06/2019
  Unemployed
  Katonah, NY
• 08/2018 → 04/2019
  Syracuse University
  Syracuse, NY
• 06/2018 → 08/2018
  Family Management Corporation
  New York, NY
• 08/2014 → 06/2018
  John Jay High School
  Cross River, NY
• 06/2017 → 08/2017
  Town Of Lewisboro
  Lewisboro, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-01-06