Daniel Christopher Marshall

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → 09/2025
  Mmerrill Pierce, Fenner & Smith Inc.
  Atlanta, GA
• 12/2009 → 09/2025
  Bank Of America, Na
  Atlanta, GA
• 01/2014 → 09/2025
  Bank Of America N.A.
  Atlanta, GA
• 09/2025 → Present
  Openarc Corporate Advisory
  Atlanta, GA

Previous Registrations

• 2003-05-14 → 2025-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2003-05-12
• S63 Uniform Securities Agent State Law Examination
  2000-11-15

Designations

• Certified Financial Planner

Other Names

• Daniel C Marshall
• Dan Marshall