Daniel Timari

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

• 05/2013 → 08/2022
  J Squared Properties Llc
  Lindenhurst, NY
• 05/2018 → 03/2019
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2018 → 03/2019
  J.P. Morgan Securities, Llc
  New York, NY
• 10/2017 → 08/2022
  Jt Residential Properties Llc
  Lindenhurst, NY
• 04/2019 → 07/2022
  Citibank
  New York, NY
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2022 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2019-04-26 → 2022-08-11
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  Port Jefferson, NY
  New York, NY
  New York, NY
  Jacksonville, FL
  New York, NY
  New York, NY
  New York, NY
• 2018-10-31 → 2019-04-12
  J.P. Morgan Securities Llc
  New York, NY
• 2012-10-01 → 2016-06-02
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
• 2009-10-08 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-09-14
• S66 Uniform Combined State Law Examination
  2008-06-20

Other Names

• Daniel J Timari
• Daniel Timari
• Daniel Joseph Timari