Daryl Brooks Emerson

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

• 08/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
• 12/2009 → Present
  Bank Of America,Na
  Winter Park, FL

Other Businesses

I*5326268 Entity Type: Fiduciary Role Name of OBA: D B E TTEE J D E TTEE U/A DTD 01/15/2024 Address: Winter Park, Florida, 32792 Investment Related: No Position, Title, Association: TRUST//TTEE//GRANTR Employee Start Date: 08/11/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly DutiesL TTRUST//TTEE//GRANTR for Self

Exams

• S66 Uniform Combined State Law Examination
  1999-01-25

Other Names

• Daryl B Emerson
• D. Brooks Emerson