Derek Christopher Balaian

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

• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 08/2024 → 02/2026
  Mathnasium
  Oakland, CA
• 08/2024 → 10/2024
  Hewlett-Packard Tech Ventures
  San Francisco, CA
• 06/2023 → 08/2023
  Invown
  New York, NY
• 06/2022 → 08/2022
  Highgate Hotels
  San Francisco, CA
• 08/2021 → 05/2025
  University Of California, Berkeley
  Berkeley, CA
• 08/2017 → 06/2021
  Alameda High School
  Alameda, CA
• 06/2019 → 08/2019
  United Mechanical Inc.
  Alameda, CA
• 04/2021 → 08/2021
  Rock Wall Wine Company
  Alameda, CA
• 08/2015 → 06/2017
  Lincoln Middle School
  Alameda, CA
• 06/2017 → 08/2017
  Unemployed
  Alameda, CA
• 02/2023 → 03/2023
  Ruffalo Noel Levitz
  Berkeley, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-31

Other Names

• Derek Balaian
• Derek C Balaian