Trenton Matthew Dardick

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

• 02/2024 → 05/2026
  J.P. Morgan Securities Llc
  San Francisco, TX
• 05/2023 → 05/2026
  Jpmc Bank Na (Southwest)
  San Francisco, TX
• 04/2021 → 06/2023
  Spi Inc
  St. Louis, MO
• 08/2013 → 04/2023
  Fifa
  Chicago, IL
• 04/2021 → 02/2022
  Westchester Tennis & Sports
  St. Louis, MO
• 03/2018 → 03/2021
  St. Charles Indoor Sports Llc
  St. Louis, MO
• 08/2018 → 09/2018
  Veta Llc
  St. Louis, MO
• 05/2015 → 07/2018
  Archangel Karting, Llc
  St. Louis, MO
• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2026 → Present
  Bank Of America, N.A.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-28
• S63 Uniform Securities Agent State Law Examination
  2024-05-06

Other Names

• Trent Dardick
• Trent M Dardick
• Trenton M Dardick
• Trenton Matthew Dardick
• Trenton Dardick