Daniel
King

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2213791
Investment Advisor
in Jacksonville, FL

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About this Advisor

Daniel King is a financial advisor who works in Jacksonville, Florida who has 10 years of relevant experience. King is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent their whole career at Merrill Lynch, Pierce, Fenner & Smith Inc. King has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Rhode Island. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in assets across its 2,864,234 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a number of services, including 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. Fees for financial advisory services typically are based on the type of services provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

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

Office Location

4800-4804 Deer Lake Dr Me- Merrill Guided Client Mgmt and Participant Servs
Jacksonville, FL 32246

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

Investment Advisory 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 King Work History

Daniel has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel King to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Suzana Markasevic
New York, NY
Gregory Lutfy
Middletown, NY
Anne Schnuriger
Summit, NJ
Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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