David P Weaver

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

• 06/2011 → 09/2017
  Cracker Barrel
  Hamilton, NJ
• 12/2016 → 06/2018
  Axa Advisors, Llc
  New York, NY
• 10/2019 → 06/2022
  Wells Fargo Bank, Na
  Pennington, NJ
• 11/2019 → 06/2022
  Wells Fargo Clearing Services, Llc
  Pennington, NJ
• 08/2018 → 07/2019
  Primary Financial
  Edison, NJ
• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yardley, PA

Previous Registrations

• 2019-11-20 → 2022-06-03
  Wells Fargo Clearing Services, Llc
  Marlton, NJ
  Haddon Township, NJ
  Pennington, NJ
• 2017-04-10 → 2018-07-03
  Equitable Advisors, Llc
  Hamilton, NJ
  Woodbridge, NJ
  Woodbridge, NJ

Other Businesses

I*1820268, Entity Type, Name of OBA: Rental Property 1 Address: ManahawkinNew Jersey 08050 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 05/20/2024 No Hours: 2 weekly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2017-04-05

Other Names

• David Weaver
• David Paul Weaver