Daniel
Lewis
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Daniel Lewis is a financial advisor based in Charlotte, North Carolina, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has previously held positions at Lewis Financial Management, LLC, Tiaa, North Carolina State University, Walworth Barbour American International School In Israel, Abeka Academy Home School, Raleigh Christian Academy, Shai Agnon Middle School, Argat Elementary School, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America N.A. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Daniel is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Charlotte, North Carolina. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Lewis Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Tiaa
Lewis Financial Management, LLC
North Carolina State University
Walworth Barbour American International School In Israel
Abeka Academy Home School
Raleigh Christian Academy
Shai Agnon Middle School
Argat Elementary School
Disclosures
Please visit the SEC profile of Daniel Lewis 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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