![Daniel Smith, financial advisor Wellesley Hills MA](/img/ws/profile-blank-sq.png)
Daniel Smith (CRD# 6344112) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 7 years of experience in the finance industry.
![James Abbott, financial advisor Wellesley Hills MA](/img/ws/profile-blank-sq.png)
CRD# 4927658
Claro Advisors, LLC
![Nikki Abbott, financial advisor Wellesley Hills MA](/img/ws/profile-blank-sq.png)
CRD# 4999983
Fidelity Personal And Workplace Advisors
![Richard Abbott, financial advisor Wellesley Hills MA](/img/ws/profile-blank-sq.png)
CRD# 4999910
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Wellesley Hills, MA | Mar 2020 - Current | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills, Ma, MA | May 2014 - Current | 10 |
Framingham State University | Framingham, MA | Sep 2012 - May 2016 | 3 |
Cedardale Health And Fitness | Haverhill, MA | Jul 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- CT
- 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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