Daniel Maydwell
CRD Number: 7405857Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniel Maydwell (CRD# 7405857) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 2 years of experience in the finance industry.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Hunt Valley, MD | Aug 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley, MD | Jun 2021 - Current | 2 |
| Full Time Student | Pelham, NY | Aug 2019 - Jun 2021 | 1 |
| New York Athletic Club Day Camp | Pelham, NY | Jun 2015 - Aug 2019 | 4 |
| Full Time Student | Pelham, NY | Aug 2014 - Jun 2015 | < 1 |
| Pelham Recreation | Pelham, NY | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- MD
- NH
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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