Dakota J Moyne

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-03
CA	RA	APPROVED	2025-01-10

Branch Locations

555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	07/2024	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Portland	OR	07/2023	09/2023
Snow Mass Club	Snow Mass	CO	07/2019	08/2019
University Of Oregon	Eugene	OR	09/2020	06/2024
The Bay School Of San Francisco	San Francisco	CA	08/2016	06/2020

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
07/2023 → 09/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Portland, OR
07/2019 → 08/2019

Snow Mass Club

Snow Mass, CO
09/2020 → 06/2024

University Of Oregon

Eugene, OR
08/2016 → 06/2020

The Bay School Of San Francisco

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-08