Daniel Wyllie (CRD# 6868297) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 6 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Port Washington, NY | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Washington, NY | Sep 2022 - Current | 1 |
| Jp Morgan Securities LLC | Cedarhurst, NY | Oct 2017 - Sep 2022 | 4 |
| Jpmorgan Chase Bank | Cedarhurst, NY | Oct 2017 - Sep 2022 | 4 |
| Delmadge Realty And Management Corp, LLC | Wellington, FL | Jul 2015 - Oct 2017 | 2 |
| Unemployed | Franklin Square, NY | Jul 2017 - Sep 2017 | < 1 |
| Citibank | Inwood, NY | Sep 2015 - Jun 2017 | 1 |
| Astoria Bank | Great Neck, NY | Aug 2014 - Sep 2015 | 1 |
| Giuffre Auto Group | Brooklyn, NY | Sep 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- 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
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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