Montvale, NJ 80 Chestnut Ridge Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,541,041,140,087
ClientsTotal clients
1,791,731
AdvisorsAdvisors at this office
2
Of 25,478 advisors across 3,094 offices
Location
80 Chestnut Ridge Rd
Montvale NJ 07645
Advisors at this office
2
Advisors at this office
David I
Series 63, Series 66
Montvale, NJ
Merrill
David Imrith is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Bank of America and Merrill since 2019 and was previously with Fidelity Investments from 2016 to 2019. Outside of his advisory role, he works part-time as an Uber driver. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, incorporating both internal and third-party portfolio management.
Dale P
Series 63, Series 65
Montvale, NJ
Merrill
Dale Perez is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. Before joining Merrill and Bank of America in 2025, he worked at TD Bank and has held roles in several other industries, including home services and brewing. He co-owns an inactive LLC that was established for a planned online coffee business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies designed by internal and third-party teams for individuals, high-net-worth clients, pension plans, and charitable organizations.
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