Corey Ben Daniels

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

• 03/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2016 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*124951 For profit or not for profit: Non-Profit Organization Name of outside business organization: Greater Miami Jewish Federation Investment related: N Address of business: Miami, Florida 33137 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 10/30/2019 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 1 Duties: The Jewish Incubator Grants Committee provides funding from Federation s annual campaign to emerging organizations and/or programs or the expansion of existing programs. The grants incubate and invest in new ideas, programs, projects and technologies I*927519 For profit or not for profit: Entity Charitable Name of outside business organization: Greater Miami Jewish Federation Investment related: N Address of business: Miami, Florida, 33137 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 7/22/2022 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Young Leadership Division Executive Board - I will be the liaison for the incubator grants committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-30
• S63 Uniform Securities Agent State Law Examination
  2015-08-06

Other Names

• Corey Daniels