Daniel Keller (CRD# 6904519) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hamilton, NJ and has over 5 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Jul 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Jan 2018 - Jul 2021 | 3 |
| Bank Of America, N.a. | Pennington, NJ | Jan 2018 - Jul 2021 | 3 |
| Td Bank | Hamilton, NJ | Jun 2017 - Jan 2018 | < 1 |
| Hampton Inn & Suites By Hilton | Robbinsville, NJ | Jul 2015 - Jan 2018 | 2 |
| The College Of New Jersey | Ewing, NJ | Jan 2016 - Dec 2017 | 1 |
| Wabowl LLC | Ewing, NJ | Sep 2016 - Jan 2017 | < 1 |
| Mercer County Community College | West Windsor, NJ | Sep 2014 - Dec 2015 | 1 |
| Bed Bath & Beyond | Lawrenceville, NJ | Sep 2014 - Jul 2015 | < 1 |
| D.r.e.a.m. Program | West Windsor, NJ | Jan 2015 - May 2015 | < 1 |
| Six Flags Hurricane Harbor | Jackson, NJ | Apr 2014 - Oct 2014 | < 1 |
| Montclair State University | Montclair, NJ | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- NJ
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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