Daniel
Dillon
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Daniel Dillon is a financial advisor based out of Hanover, Massachusetts who has 1 year of industry experience. Dillon is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Emg Sports, Mfs Investment Management, Wareham Gatemen, Nashoba Valley Technical High School, Innovation Academy Charter School, Notre Dame Cristo Rey High School, Lawrence Catholic Academy, Monkey Sports, Custom Renovation Services, Bank Of America, N.A, Daley & Associates and North Andover Country Club. Dillon maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company headquartered in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It administers $1 trillion in assets under management between its 2,864,234 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a number of services, such as 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 charged by financial advisors largely vary depending on the services. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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 Dillon Work History
Daniel has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Mfs Investment Management
Daley & Associates
Emg Sports
Wareham Gatemen
Nashoba Valley Technical High School
Innovation Academy Charter School
North Andover Country Club
Lawrence Catholic Academy
Notre Dame Cristo Rey High School
Monkey Sports
Custom Renovation Services
*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 Dillon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Washington, DC
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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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