Distefano Palma

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

• 08/2023 → 01/2026
  Supreme
  San Francisco, CA
• 09/2022 → 08/2025
  The North Face
  San Francisco, CA
• 09/2020 → 11/2020
  Big Als At The Beach
  Avila Beach, CA
• 09/2020 → 11/2020
  Marshalls
  Arroyo Grande, CA
• 05/2016 → 09/2020
  Arroyo Grande High School
  Arroyo Grande, CA
• 08/2020 → 05/2024
  San Francisco State University
  San Francisco, CA
• 09/2014 → 09/2016
  Turlock Junior High
  Turlock, CA
• 11/2025 → 05/2026
  Equitable Advisors, Llc
  San Francisco, CA
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA

Previous Registrations

• 2026-01-08 → 2026-05-22
  Equitable Advisors, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20