Gary R Davis

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

• 11/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
• 07/2011 → Present
  Bank Of America, N.A.
  Beverly Hills, CA

Previous Registrations

• 1998-09-14 → 2008-12-08
  Ubs Financial Services Inc.
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

OBA ID: 1653348OBA Name: Rental Property 2Location: Los Angeles, CAInvestment Related Activity: NoRole: Co-owner with other family membersStart Date:2/1/2024Duties: OBA ID: 1655274OBA Name: Rental Property 1Location: Simi Valley, CAInvestment Related Activity: NoRole: Co-owner with other family membersStart Date: 2/1/2024Duties: OBA ID: 1653347OBA Name: Rental Property 2Location: Woodland Hills, CAInvestment Related Activity: NoRole: Co-owner with other family membersStart Date: 2/1/2024Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-05-05
• S63 Uniform Securities Agent State Law Examination
  1983-02-05

Other Names

• Gary Robert Davis