Daniel A Olivares

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

• 01/2017 → 08/2018
  International Bank Of Commerce
  Brownsville, TX
• 08/2018 → 01/2019
  Security Service Federal Credit Union
  Brownsville, TX
• 01/2019 → 06/2021
  Jpmorgan Chase Bank, N.A.
  Brownsville, TX
• 01/2019 → 06/2021
  J.P. Morgan Securites Llc
  Brownsville, TX
• 01/2015 → 01/2017
  Rare Import Export
  Brownsville, TX
• 06/2021 → 08/2022
  Bolton Global Capital
  Bolton, MA
• 06/2022 → 08/2022
  Bolton Securities Corp
  Bolton, MA
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mcallen, TX
• 10/2022 → Present
  Bank Of America N.A.
  Mcallen, TX

Previous Registrations

• 2022-07-29 → 2022-08-16
  Bolton Securities Corporation
  Brownsville, TX
  Bolton, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-10
• S63 Uniform Securities Agent State Law Examination
  2019-05-06

Other Names

• Daniel Alexei Olivares