David Huntington

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

• 07/2013 → 07/2017
  The Meathouse
  Summit, NJ
• 06/2017 → 08/2018
  Cresscap Investment Research
  Summit, NJ
• 08/2013 → 12/2017
  Lafayette College
  Easton, PA
• 10/2018 → 11/2019
  Axa Advisors, Llc.
  New York, NY
• 03/2020 → 11/2021
  Sddco Brokerage Advisors Llc
  New York, NY
• 03/2020 → 04/2023
  Masterworks.iO
  New York, NY
• 12/2019 → 02/2020
  Unemployed
  Summit, NJ
• 09/2018 → 10/2018
  Unemployed
  Summit, NJ
• 11/2021 → 05/2023
  Arete Wealth Management Llc
  Chicago, IL
• 11/2021 → 05/2023
  Arete Wealth Advisors Llc
  Chicago, IL
• 02/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2023 → 02/2024
  Unemployed/Sabbatical
  Hoboken, NJ
• 04/2024 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2022-02-03 → 2023-04-26
  Arete Wealth Advisors, Llc
  New York, NY
  Chicago, IL
• 2019-01-17 → 2019-11-14
  Equitable Advisors, Llc
  Summit, NJ
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-02

Other Names

• David Cress
• David Graham Cress
• David Graham Huntington