Daniel Gary Paris

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

• 07/2014 → 03/2018
  Citizens Bank
  Boston, MA
• 07/2014 → 03/2018
  Cco Investment Services
  Boston, MA
• 03/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 03/2018 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2012-10-25 → 2018-03-15
  Citizens Securities, Inc.
  Boston, MA
  Plymouth Meeting, PA
  Boston, MA
• 2009-11-11 → 2011-03-22
  Citizens Securities, Inc.
  Boston, MA
• 2009-03-20 → 2009-09-21
  Td Ameritrade, Inc.
  Boston, MA
• 2009-03-20 → 2009-09-21
  Td Ameritrade Investment Management, Llc
  Braintree, MA
• 2008-08-01 → 2009-03-18
  Banc Of America Investment Services, Inc.
  Waltham, MA

Exams

• S66 Uniform Combined State Law Examination
  2008-07-15
• S63 Uniform Securities Agent State Law Examination
  2007-01-08

Other Names

• Daniel Gary Paris
• Daniel G Paris
• Daniel Paris