Daniel HeymanCRD Number: 5924906
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniel Heyman (CRD# 5924906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Bank Of America, N.a.||Boston, MA||Jul 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Boston, MA||May 2011 - Current||6|
|Unemployed||Beach Haven, NJ||Feb 2011 - Apr 2011||< 1|
|Quality Protection Services Inc.||New York, NY||Oct 2008 - Jan 2011||2|
|Quality Building Services Corp.||New York, NY||Oct 2008 - Jan 2011||2|
|Nyu Graduate School Of Arts And Science||New York, NY||Sep 2006 - May 2009||2|
|Urj Press||New York, NY||Sep 2008 - Sep 2008||< 1|
|Wilmer Cutler Pickering Hale & Dorr LLC||New York, NY||Feb 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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