CRD Number: 4321414
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniella Rand (CRD# 4321414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 18 years of experience in the finance industry.
Daniella Rand along with The Rand Group builds its custom wealth management strategies around seven key priorities that inform all client relationships.
Healthcare: Enable clients to plan for and mitigate the financial impact of acute and long-term healthcare needs: direct healthcare expenses, ongoing health and disability insurance needs, and elder care.
Home: Assist clients plan for inevitable change over time: moving growing families into roomier homes, downsizing as the nest empties, remodeling to keep pace with changing tastes and fashions, and purchasing secondary homes or investment properties.
Family: Help clients prepare to provide for family members who can’t provide for themselves: minor children, adults with disabilities, elders, and others. Rand also understands the importance of orderly, tax-advantaged transfers of wealth to the next generation, and empowers her team to leverage the full capabilities of Bank of America and Merrill Lynch in this goal’s service.
Leisure: Encourage clients to make the most of their precious leisure time and help them realize their non-professional goals — whether that means a long-dreamt-of international vacation, a renewed commitment to at-home hobbies, or signature leisure purchases.
Philanthropy: Assist clients who wish to help the less fortunate and support worthy causes in their communities to do so efficiently and effectively — whether that means donating sweat equity to local volunteer organizations, giving funds directly to nonprofit charities, or taking at-risk youth under their wing.
Work and Retirement: Work with clients at every stage of adult life, by being personally committed to helping each client realize their personal vision for retirement. The Rand team provides a range of services for those looking ahead, including early retirement planning, retirement cash flow strategies, and business leadership transitions.
Financial Planning: With the global resources Bank of America and Merrill Lynch behind it, The Rand Team helps clients plan for every eventuality. Clients come to think of The Rand Group as a patient partner that’s always there to provide support and advice.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Jurika, Mills & Keifer, LLC
|Bank Of America, N.a.||San Francisco, CA||May 2017 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Apr 2017 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2017||2|
|Morgan Stanley Smith Barney||San Francisco, CA||Jun 2009 - Mar 2017||7|
|Morgan Stanley & Company, Incorporated||San Francisco, CA||Apr 2007 - Mar 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management797,284MILLIONS
Total Number of Accounts2,472,247ACCOUNTS
Average Account Value$322,494
- A percentage of assets under your management
- 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, WY
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