Scott Daniel (CRD# 6857959) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 6 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 4680182
Preston Wealth Advisors, LLC
CRD# 6051995
Yeske Buie Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg, VA | Apr 2023 - Current | 1 |
| Bank Of America N.a. | Leesburg, VA | Apr 2023 - Current | 1 |
| Greystone Farm LLC | Shenandoah Junction, WV | Jan 1989 - Current | 35 |
| Joshua Parish | Frederick, MD | Jan 2020 - Apr 2023 | 3 |
| Amazon | Hagerstown, MD | Nov 2021 - May 2022 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2018 - Dec 2019 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2017 - Dec 2019 | 2 |
| Northwestern Mutual Investment Services LLC | Frederick, MD | Oct 2017 - Dec 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2018 |
- VA
-
Total Assets Under Management1,271,594MILLIONS
-
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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