Lloyd Dan DesenganioCRD Number: 6135415
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lloyd Dan Desenganio (CRD# 6135415) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 7 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Berkeley, CA||Oct 2014 - Current||7|
|Bank Of America, N.a.||Berkeley, CA||Oct 2014 - Current||7|
|Farmers Financial Solutions||San Bruno, CA||Nov 2012 - Oct 2014||1|
|Farmers Insurance Group||Burlingame, CA||Mar 2012 - Oct 2014||2|
|Christopher Cayabyab Insurance Agency||Burlingame, CA||Oct 2009 - Oct 2014||5|
|Acn||Berkeley, CA||Oct 2013 - Jun 2014||< 1|
|5linx||Berkeley, CA||Mar 2012 - Nov 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2014|
|S66||NASAA Uniform Combined State Law Examination||Apr 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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