Maridel D Phin

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 11/2025 → 04/2026
  Navigant Credit Union
  Smithfield, RI
• 12/2024 → 11/2025
  Summit Settlement Services Llc
  East Providence, RI
• 03/2024 → 11/2024
  Bank Of America
  Lincoln, RI
• 07/2023 → 03/2024
  Unemployment
  Johnston, RI
• 05/2021 → 07/2023
  Embrace Home Loans
  East Providence, RI
• 05/2018 → 04/2021
  Twinriver Hotel And Casino
  Lincoln, RI
• 06/2015 → 05/2018
  Cadence Inc.
  Cranston, RI
• 08/2020 → 05/2025
  Community College Of Rhode Island
  Warwick, RI
• 08/2025 → 12/2025
  Rhode Island College
  Providence, RI

Exams

• S66 Uniform Combined State Law Examination
  2026-08-27

Other Names

• Maridel Dunghit Perron
• Maridel Dela Pena Dunghit
• Madel D. Dunghit