Daniel BuschCRD Number: 6514651
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniel Busch (CRD# 6514651) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 6 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lincoln, RI||Jun 2015 - Current||6|
|Unemployed||Lincoln, RI||Jan 2015 - Jun 2015||< 1|
|Rhode Island College||Providence, RI||Jan 2011 - Dec 2014||3|
|Seven Stars Bakery||Providence, RI||Oct 2012 - Nov 2013||1|
|Jacky's Waterplace Restaurant||Providence, RI||Jul 2012 - Oct 2012||< 1|
|Crossmark||Providence, RI||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||Jul 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- 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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