Daniel
Olivares
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Daniel Olivares is a financial advisor based out of Mcallen, Texas with a total of 1 year of industry experience. Olivares is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Olivares has held roles at International Bank Of Commerce, Security Service Federal Credit Union, Jpmorgan Chase Bank, N.A, J.P. Morgan Securites LLC, Rare Import Export, Bolton Global Capital, Bolton Securities Corp, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America N.A. Olivares has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It manages $1 trillion in total assets across its 2,864,234 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in 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 charged by financial advisors largely are based on the services provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of some 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
$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 Olivares Work History
Daniel has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Bolton Securities Corp
Bolton Global Capital
Jpmorgan Chase Bank, N.A
J.P. Morgan Securites LLC
Security Service Federal Credit Union
International Bank Of Commerce
Rare Import Export
*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 Olivares 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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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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