Daniel Bachmann, financial advisor Baltimore MD

Daniel Bachmann

CRD Number: 4248264
Current Firm: Rbc Capital Markets, LLC

Daniel Bachmann (CRD# 4248264) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Baltimore, MD and has over 20 years of experience in the finance industry.

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Abel Financial Management Company
Company Name Location Dates Years
City National Bank Baltimore, MD Mar 2020 - Current < 1
Rbc Capital Markets, LLC Baltimore, MD Feb 2020 - Current < 1
Bank Of America, N.a. Baltimore, MD May 2011 - Feb 2020 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore, MD Jun 2000 - Feb 2020 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Daniel S. Bachmann
Phone Number: 212-858-7000
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    141,725
    MILLIONS
  • Total Number of Accounts
    321,244
    ACCOUNTS
  • Average Account Value
    $441,177
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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