Michael DalyCRD Number: 6264212
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Daly (CRD# 6264212) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 3 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Las Vegas, NV||Aug 2013 - Current||3|
|Bank Of America, N.a.||Las Vegas, NV||Oct 2009 - Aug 2013||3|
|Knight Electric||Las Vegas, NV||Jan 2009 - Oct 2009||< 1|
|Ibew Local Union 357||Las Vegas, NV||Sep 2007 - Dec 2008||1|
|Bank Of America, N.a.||Las Vegas, NV||Jul 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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