Darryl Warner, financial advisor Newton MA

Darryl Warner

CRD Number: 6625255
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Darryl Warner (CRD# 6625255) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Waban, MA Apr 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waban, MA Mar 2016 - Current 5
Citizens Bank Medfield, MA Jan 2016 - Mar 2016 < 1
Citizens Bank Bellingham, MA Jan 2014 - Jan 2016 2
Gap Waiting To Start With Citizens Woonsocket, RI Dec 2013 - Jan 2014 < 1
Bank Of America Lincoln, RI Jan 2008 - Dec 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Darryl J. Warner
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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