Yedidya David Diena
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Self Employed - Custom Clothing BusinessNov 2018 to now
- MadreigosJan 2025 to Apr 2026
- Chai Lifeline CanadaMar 2024 to Aug 2024
- Chai Lifeline CanadaMar 2023 to Aug 2023
- Touro UniversityAug 2022 to Jan 2025
- Yeshivat Sha'alvimSep 2021 to Jun 2022
- Dani TorontoJul 2021 to Jul 2021
- Chai Lifeline CanadaJun 2021 to Aug 2021
- Yeshivat Sha'alvimSep 2020 to Jun 2021
- Dani TorontoJul 2020 to Jul 2020
- Dani TorontoJul 2019 to Jul 2019
- Yeshiva Darchei Torah of TorontoSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8261286
- Firm CRD
- 7691