Danyle Lee Anderson

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

• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 03/2012 → 01/2023
  Global Equity Organization
  Orange, CA
• 01/2021 → 02/2021
  Intuit Inc
  Apollo Beach, FL

Other Businesses

I*1183276 For profit or not for profit: Entity Charitable Name of outside business organization: Certified Equity Professional Institute at Santa Clara Univ Investment related: N Address of business: Santa Clara, California, 95053, United States Nature of business: ["School, College or University"] Position, title, association: ["Committee","Other"], [["Other"]] Start date of relationship: 9/1/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 5 Duties: Advisory Board Member, Community Committee, The CEPI is the certification body for equity compensation professionals. my role will be as an Advisory Board member.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-03

Other Names

• Danyle Watson
• Danyle Loudan
• Danyle Anderson