Vi Duong

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

• 08/2023 → 09/2024
  J.P. Morgan Securities Llc
  Hingham, MA
• 08/2023 → 09/2024
  Jpmorgan Chase Bank, N.A.
  Hingham, MA
• 09/2021 → 01/2023
  Hi Supply Llc
  Brockton, MA
• 01/2023 → 07/2023
  Rockland Trust
  Quincy, MA
• 07/2018 → 08/2019
  Wagamama
  Boston, MA
• 12/2017 → 06/2018
  Gyukaku Restaurant
  Brookline, MA
• 09/2019 → 08/2021
  At&T
  Braintree, MA
• 05/2016 → 12/2017
  Starbucks
  Boston, MA
• 06/2015 → 07/2017
  Dunkin Donuts
  Boston, MA
• 11/2018 → 02/2019
  Fleming's Prime Steakhouse
  Boston, MA
• 04/2018 → 04/2018
  Zara
  Boston, MA
• 01/2018 → 06/2019
  Reins International Inc
  Boston, MA
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Quincy, MA
• 01/2016 → 12/2019
  Bunker Hill Community College
  Boston, MA
• 01/2020 → 08/2023
  Umass Boston
  Boston, MA
• 11/2024 → Present
  Bank Of America, N.A.
  Quincy, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-15
• S63 Uniform Securities Agent State Law Examination
  2023-11-14

Other Names

• Duong
• Vi T Duong
• Vi Duong