Desteny
Davila

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7499964
Investment Advisor
in Lincoln, RI

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About this Advisor

Desteny Davila is a financial advisor based in Lincoln, Rhode Island, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Desteny has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Warwick Country Club, Ri Medical Imaging, Ymca Of Greater Boston, Goldfish Swim School, Town Sports, and Bank Of America N.A. Desteny has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Desteny is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Lincoln, Rhode Island. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

670 George Washington Hwy Me - Consumer Investments Client Services
Lincoln, RI 02865

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

RI Average: $7,464,549,021
Total Number of Employees

34,934

RI Average: 88
Total Number of Accounts

2,911,578

RI Average: 3,892
Average Account Size

$436,737

RI Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Desteny Davila Work History

2023 - Present (1 year)

Bank Of America N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - Present (3 years)

Warwick Country Club

2020 - 2021 (1 year)

Ri Medical Imaging

2015 - 2020 (5 years)

Ymca Of Greater Boston

2013 - 2014 (1 year)

Town Sports

2012 - 2016 (4 years)

Goldfish Swim School

Disclosures

Please visit the SEC profile of Desteny Davila to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Joshua Leu
Pasadena, CA
Jack Cambon
Redding, CA
Richard Flores
San Rafael, CA
Armando Flores
Dallas, TX
Jonathan Yocum
Saint Paul, MN
Alexander Knapp
Towson, MD

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