Dena Rose Boyd

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

• 07/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 08/2015 → 07/2017
  Vivint Solar
  Westbury, NY
• 08/2020 → 09/2022
  Western Governors University
  Millcreek, UT
• 06/2025 → Present
  Bank Of America, N.A.
  Doylestown, PA

Other Businesses

I*5406270 Entity Type: For Profit Name of OBA: Rover Address: Seattle, Washington, 98121 Investment Related: No Position, Title, Association: Employee Start Date: 08/21/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: Provide dog sitting and dog walking services Dog sitting/walking I*5407268 Entity Type: For Profit Name of OBA: Wagwalking.com Address: San Francisco, California, 94133 Investment Related: No Position, Title, Association: Employee Start Date: 08/21/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: I just want to offset the cost of daycare with dog walking and sitting outside of business hours. Dog Walking, and Dog sitting

Exams

• S66 Uniform Combined State Law Examination
  2024-09-16

Other Names

• Dena Boyd