David William Lambour

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

• 05/2017 → 11/2025
  Wells Fargo Clearing Services
  Mclean, VA
• 05/2017 → 11/2025
  Wells Fargo Bank
  Mclean, VA
• 01/2006 → 05/2017
  Branch Banking And Trust Co.
  Manassas, VA
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chevy Chase, MD

Previous Registrations

• 2018-01-12 → 2025-11-25
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Mclean, VA
  Tarpon Springs, FL
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-01-12

Other Names

• David William Lambour