Daniel Avram, financial advisor Mountain View CA
93 score

Daniel Avram

CRD Number: 4443755
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Avram (CRD# 4443755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mountain View, CA and has over 13 years of experience in the finance industry.

Similar Advisors
William Martin, financial advisor Mountain View CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Similar Advisors
David Meyers, financial advisor Mountain View CA
David S. Meyers
CRD# 3202058
Meyers Wealth Management
Score
104
Similar Advisors
Jennifer Davis, financial advisor Mountain View CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Company Name Location Dates Years
Bank Of America, N.a. Moutain View, CA Jul 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mountain View, CA Jul 2016 - Current < 1
Unemployed Santa Clara, CA Mar 2016 - Jul 2016 < 1
Jp Morgan Securities LLC Seattle, WA May 2015 - Mar 2016 < 1
Jpmorgan Chase Bank Seattle, WA May 2015 - Mar 2016 < 1
Bank Of America, N.a. Charlotte, NC Feb 2014 - Mar 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte, NC Aug 2011 - Mar 2015 3
Unemployed Charlotte, NC Mar 2011 - Aug 2011 < 1
Jp Morgan Chase Oak Park, IL May 2006 - Mar 2011 4
Chase Investment Services Corp Oak Park, IL May 2006 - Mar 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Daniel V. Avram
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.