Daniel
Palmer

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2502922
Investment Advisor
in Los Angeles, CA
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About this Advisor

Daniel Palmer is a certified financial planner operating in Los Angeles, California, who has been in the financial industry for 15 years. Palmer is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Bank Of America, N.A, Banc Of America Investment Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Palmer holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Illinois and Michigan. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in Los Angeles, California. It has offices in 2,958 locations and a total of 40,146 employees. It controls $820 billion in assets under management across its 2,272,151 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees largely depend on which services are provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

515 S Flower St
Los Angeles, CA 90071

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

CA Average: $7,464,549,021
Total Number of Employees

41,217

CA Average: 88
Total Number of Accounts

2,472,247

CA Average: 3,892
Average Account Size

$322,494

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Daniel Palmer Work History

Daniel has 15 years of experience.

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2003 - Present (16 years)

Bank Of America, N.A

2008 - 2009 (1 year)

Banc Of America Investment Services, Inc

2008 - 2009 (1 year)

Banc Of America Investment Services, Inc

Disclosures

Daniel Palmer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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