Daniel Mandel, financial advisor Denver CO
90 score

Daniel Mandel

CRD Number: 5901652
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Mandel (CRD# 5901652) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Mar 2011 - Current 5
Law Office Of Daniel H Mandel Philadelphia, PA Jan 2009 - Mar 2011 2
Silverman Burns Kasmen And Krawitz Philadelphia, PA Oct 2007 - Jan 2009 1
Bar Exam Prepartion And Travel Philadelphia, PA May 2007 - Sep 2007 < 1
Law School Camden, NJ Aug 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Daniel Mandel
Phone Number: 800-637-7455
Registered State(s):
  • CO
  • NJ
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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