Gypsy Daniel (CRD# 4668710) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 11 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota, FL | Jun 2016 - Current | 7 |
| Ubs Financial Services Inc. | Akron, OH | May 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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