Career history of Dave Ferris
Former positions of Dave Ferris
| Companies | Position | Start | End |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2002-01-31 | 2012-09-30 |
Ferris Capital LLC
 Ferris Capital LLC Investment ManagersFinance Ferris Capital LLC is an independent registered investment advisory and wealth management firm headquartered Marlborough, Massachusetts. The firm was founded by David M. Ferris in 2012 and was acquired by Creative Planning LLC in 2022. Ferris Capital provides personalized financial planning and investment management services to individuals, high net worth individuals, trusts, estates, foundations, and corporations. | Chief Executive Officer | 2012-08-31 | - |
| Chief Investment Officer | 2012-08-31 | - | |
| Compliance Officer | 2012-08-31 | 2017-06-30 | |
| Founder | 2012-08-31 | - | |
| Head of Private Banking | 2012-08-31 | - |
Training of Dave Ferris
| Boston College | Undergraduate Degree |
| Loyola University New Orleans College of Law | Doctorate Degree |
Statistics
International
| United States | 5 |
Operational
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Ferris Capital LLC
Ferris Capital LLC Investment ManagersFinance Ferris Capital LLC is an independent registered investment advisory and wealth management firm headquartered Marlborough, Massachusetts. The firm was founded by David M. Ferris in 2012 and was acquired by Creative Planning LLC in 2022. Ferris Capital provides personalized financial planning and investment management services to individuals, high net worth individuals, trusts, estates, foundations, and corporations. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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