David Benavidez
CRD Number: 7265943Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Benavidez (CRD# 7265943) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Jun 2021 - Current | 2 |
| Bank Of America, N.a. | San Francisco, CA | Jun 2021 - Current | 2 |
| Doordash | San Ramon, CA | Jun 2020 - Jun 2021 | 1 |
| San Diego State University | San Diego, CA | Aug 2017 - May 2021 | 3 |
| Heffernan Financial Services | Walnut Creek, CA | Jun 2020 - Sep 2020 | < 1 |
| In-n-out Burger | San Ramon, CA | Jun 2015 - Jun 2020 | 5 |
| Unemployed | San Ramon, CA | Mar 1999 - Jun 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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