Daniel George Kiashek

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

• 05/2016 → 08/2018
  First Republic Securities Company, Llc
  New York, NY
• 05/2016 → 08/2018
  First Republic Investment Management, Inc.
  New York, NY
• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2018 → 10/2019
  Unemployed
  New York, NY
• 11/2019 → Present
  Bank Of America N.A.
  New York, NY

Previous Registrations

• 2017-01-09 → 2018-09-11
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  San Francisco, CA

Other Businesses

I*136585For profit or not for profit: For-Profit OrganizationName of outside business organization: Luscious Gardens LLCInvestment related: NAddress of business:EAST HAMPTON, New York 11937Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 3/5/2021Number of hours devoted: 2 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Hamptons Summer Rental I*2612290, Entity Type for profit, Name of OBA: Greenleaf Lane Rental Address: Sagaponack, New York11962 Investment Related: No Position, Title, Association: landlord Employee Start Date: 07/01/2025 No Hours: 0 No Hours during trading: 0 Duties: Summer Rental Income, Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-09
• S63 Uniform Securities Agent State Law Examination
  2011-11-08

Other Names

• Daniel Kiashek
• Daniel George Kiashek
• Daniel G Kiashek