Daniel Ian Bruner

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

• 05/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 08/2015 → Present
  Bank Of America, N.A.
  Oklahoma City, OK

Other Businesses

I*941284, Name of OBA: Rental Property 1 Address: Oklahoma City, OK Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 7/1/2021 No Hours: 0 Yearly No Hours during trading: 0 Duties: I*1481260 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Oklahoma City, Oklahoma, 73107, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/15/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2015-08-26

Other Names

• Daniel I Bruner