Linda G Davila

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

• 10/1979 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America,N.A.
  New York, NY

Other Businesses

I*1844303 Entity Charitable Name of OBA: Scripps College Address: Claremont, California, 91711 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/31/2024 No Hours: 20 No Hours during trading: 2 Duties: effective leadership develop and implement strategic plan anticipating changing needs of its constituencies

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-03-21

Other Names

• Linda G Davila
• Linda Mckenney
• Linda Gail Davila