Daniel Harvey Van Wagoner

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
  Salt Lake City, UT
• 09/2013 → 04/2017
  Bike Peddler
  American Fork, UT
• 01/2016 → 04/2017
  Brigham Young University
  Provo, UT
• 08/2017 → Present
  Bank Of America, N.A.
  Salt Lake City, UT

Other Businesses

I*126263 For profit or not for profit: For-Profit Organization Name of outside business organization: Bike Peddler Investment related: N Address of business: Lehi, Utah 84043 Nature of business: LLC, Position, title, association: Part-Time, Start date of relationship: 8/1/2019 Number of hours devoted: 30 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Part-time help for bike sales and service I*1785315 Entity Type, N/A Name of OBA:Rental Property 1 Address:Farmington,UTAH,84025 Investment Related: NO Position, Title, Association:Co-owner with other family members Employee Start Date: 04/09/2024 No Hours: 0 YEARLY No Hours during trading: 0 Duties:N/A

Exams

• S66 Uniform Combined State Law Examination
  2017-09-08

Other Names

• Danny Van Wagoner
• Daniel H Van Wagoner