David Pearson, financial advisor Darien CT
88 score

David Pearson

CRD Number: 6375279
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

David Pearson (CRD# 6375279) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien, CT Sep 2014 - Current 2
Merrill Lynch Stamford, CT Jul 2014 - Sep 2014 < 1
Unemployed Trumbull, CT May 2014 - Jul 2014 < 1
Uconn Economics Department Storrs, CT Jan 2014 - May 2014 < 1
Uconn Transportation Services Storrs, CT Dec 2013 - May 2014 < 1
University Of Connecticut Storrs, CT Aug 2010 - May 2014 3
Jiffy Lube Danbury, CT Mar 2011 - Aug 2012 1
Jiffy Lube Stratford, CT Mar 2009 - Mar 2011 2
St. Joseph's High School Trumbull, CT Aug 2006 - May 2010 3
Unemployed Trumbull, CT Feb 2004 - Mar 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for David J. Pearson
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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