Daniel
Hirsch

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#3182714
Investment Advisor
in Paramus, NJ

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About this Advisor

Daniel Hirsch is a financial advisor based out of Paramus, New Jersey who has 3 years of relevant experience. Hirsch is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and J.P. Morgan Securities LLC. Hirsch maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in New Jersey. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in total assets among its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide set 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. Financial advisory fee schedules usually are based on the type of services offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

115 W Century Rd
Paramus, NJ 07652

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NJ Average: 88
Total Number of Accounts

2,864,234

NJ Average: 3,892
Average Account Size

$381,844

NJ 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 Hirsch Work History

Daniel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Bank Of America, N.A

2020 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2020 (6 years)

J.P. Morgan Securities LLC

2013 - 2014 (1 year)

Bank Of America, N.A

2012 - 2014 (2 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 Hirsch 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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New York, NY
Roger Glasgow
Chevy Chase, MD
Thanh Le
Dallas, TX
Patrick Riley
Sammamish, WA
William Edgar
New York, NY

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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