Daniel
Lloyd
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Daniel Lloyd is a financial advisor operating in Red Bank, New Jersey, with 4 years of industry experience. Lloyd is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Red Bank Regional Hs, University Of Tampa, Rutgers University, Freedom Capital Management and Bank Of America, N.A. Lloyd has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm based out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It manages $1 trillion in total assets among its 2,864,234 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides 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 for financial management typically depend on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
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2,864,234
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$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 Lloyd Work History
Daniel has been registered as a financial advisor for 4 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Rutgers University
Merrill Lynch, Pierce, Fenner & Smith Inc
University Of Tampa
Freedom Capital Management
Red Bank Regional Hs
*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 Lloyd 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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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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