Alisa Danaj, financial advisor Houston TX

Alisa Danaj

CRD Number: 7600098
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alisa Danaj (CRD# 7600098) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has 1 year of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Texas City, TX Jul 2022 - Current 1
University Of Houston Clear Lake Clear Lake, TX Jan 2022 - May 2023 1
Wells Fargo Friendswood, TX Apr 2021 - May 2022 1
Friendswood Eye Center Friendswood, TX Aug 2019 - Apr 2022 2
Cedar Fair: (schlitterbahn): Galveston, TX Feb 2022 - Mar 2022 < 1
College Of The Mainland Texas City, TX Aug 2018 - Dec 2021 3
Friendswood Eye Center Friendswood, TX Aug 2019 - Apr 2021 1
Pacsun Texas City, TX Jun 2019 - Oct 2019 < 1
Pacsun Texas City, TX Apr 2019 - Jul 2019 < 1
Clear Falls Highschool League City, TX Aug 2016 - Jun 2019 2
Schlitterbahn Waterpark Galveston, TX Jan 2019 - Apr 2019 < 1
Bon Appetit Cafe League City, TX Aug 2018 - Jan 2019 < 1
Kemah - Amusements-boardwalk Kemah, TX Apr 2018 - Jun 2018 < 1
Bayside Intermediate League City, TX Jan 2016 - Jun 2016 < 1
Rickards Middle School Fort Lauderdale, FL Aug 2013 - Dec 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2024
Contact Info for Alisa Danaj
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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