Daniel
Kiely

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4248326
Investment Advisor
in Missoula, MT

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About this Advisor

Daniel Kiely is an advisor in Missoula, Montana. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Kiely has 20 years of work experience in the financial advisory industry. Kiely has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Kiely can operate based out of Montana and Texas. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Merrill Lynch, Pierce, Fenner & Smith Inc is located in Missoula, Montana, and has 3,270 additional offices in the United States. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets across 2,529,169 client accounts and employs more than 36,383 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

20 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

No

Office Location

330 N Higgins Ave
Missoula, MT 59807

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

MT Average: 88
Total Number of Accounts

2,529,169

MT Average: 3,892
Average Account Size

$380,383

MT 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 Kiely Work History

Daniel has 20 years of experience.

2009 - Present (12 years)

Bank Of America, Na

2000 - Present (21 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Daniel Kiely has no disclosures.

Please visit their SEC profile for more details.

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Jeffrey Petersen
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Michael Mason
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This content was compiled from the SEC and FINRA.

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