Daniel Charles Eisenberg

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2021 → 08/2025
  Deutsche Bank Trust Company Americas (Affiliate Of Dbsi)
  New York, NY
• 11/2019 → 10/2021
  Unemployed
  New York, NY
• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2006 → 11/2019
  Deutsche Bank Securities Inc.
  New York, NY

Previous Registrations

• 2003-01-28 → 2006-11-07
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY

Other Businesses

I*2766263 Entity Type: N/A Name of OBA: M.E.I IRREVOCABLE LIVING TRUST DATED 8/15/2011 Address:New Hyde Park NY Investment Related:No Position, Title, Association:Trustee Start Date:08/15/2011 No Hours: 2 Yearly No Hours during trading:0 Yearly Duties:Trustee for Parents and Siblings

Exams

• S66 Uniform Combined State Law Examination
  2026-01-02
• S65 Uniform Investment Adviser Law Examination
  2002-12-28
• S63 Uniform Securities Agent State Law Examination
  2001-03-30

Other Names

• Daniel Charles Eisenberg
• Daniel Eisenberg