Daniel Shandling, financial advisor Century City CA
88 score

Daniel Shandling

CRD Number: 5532732
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Shandling (CRD# 5532732) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Century City, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Century City, CA Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Century City, CA Aug 2014 - Current 2
Ernst & Young LLP Los Angeles, CA Sep 2011 - Aug 2014 2
University Of Southern California Los Angeles, CA Aug 2007 - Sep 2011 4
Yula High School Los Angeles, CA Sep 2003 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Daniel B. Shandling
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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