Anthony DanielCRD Number: 7060206
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Anthony Daniel (CRD# 7060206) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 2 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Bank Of America, N.a.||Hunt Valley, MD||Dec 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hunt Valley, MD||Jan 2019 - Current||3|
|United States Navy Reserves||Annapolis, MD||Feb 2012 - Jun 2019||7|
|Towson University||Towson, MD||Aug 2016 - Dec 2018||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hunt Valley, MD||Jun 2018 - Aug 2018||< 1|
|Wireless Advocates||Elkridge, MD||Sep 2012 - Feb 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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