Danny Embrey, financial advisor North Bethesda MD

Danny Embrey

CRD Number: 5227065
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Danny Embrey (CRD# 5227065) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. North Bethesda, MD Feb 2019 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda, MD Dec 2018 - Current 5
Suntrust Advisory Services Atlanta, GA Sep 2016 - Dec 2018 2
Suntrust Investment Services, Inc. Atlanta, GA Jun 2013 - Dec 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Danny J. Embrey
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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