Dustin Ream, financial advisor New York NY

Dustin Ream

CRD Number: 7084822
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dustin Ream (CRD# 7084822) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 2 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Bank Of America, N.a. Pennington, NJ Dec 2020 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Aug 2019 - Current 3
Saint Joseph's University Philadelphia, PA Sep 2015 - Sep 2019 4
Unemployed Philadelphia, PA Jun 2019 - Jul 2019 < 1
Northwestern Mutual Philadelphia, PA Apr 2019 - May 2019 < 1
The Bercy Restaurant Ardmore, PA Jun 2018 - Apr 2019 < 1
Thomas Jefferson University Philadelphia, PA Jan 2012 - Dec 2018 6
Morimoto Restaurant Philadelphia, PA Mar 2018 - Aug 2018 < 1
The Dandelion Restaurant Philadelphia, PA Nov 2010 - May 2018 7
Messiah College Mechanicsburg, PA Jan 2016 - May 2016 < 1
The Delaware College Of Art And Design Wilmington, DE Jan 2014 - May 2016 2
Independance Beer Garden Philadelphia, PA May 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Dustin C. Ream
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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