Daniel BlloshmiCRD Number: 6116626
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniel Blloshmi (CRD# 6116626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 9 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Bank Of America N.a.||Summit, NJ||Nov 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Summit, NJ||Sep 2022 - Current||< 1|
|Jpmorgan Securities LLC||New York, NY||Dec 2017 - Sep 2022||4|
|Citigroup||New York, NY||Dec 2015 - Nov 2017||1|
|Wells Fargo Advisors LLC||Fairfield, NJ||Jan 2015 - Nov 2015||< 1|
|Bank Of America, N.a.||New York, NY||Sep 2013 - Nov 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Mar 2013 - Nov 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- 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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