Daniel P Robles

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

• 08/2019 → 12/2022
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 08/2011 → 05/2017
  Austin Community College (Acc)
  Kyle, TX
• 08/2017 → 05/2019
  Texas State University
  San Marcos, TX
• 05/2017 → 08/2017
  Unemployed
  Kyle, TX
• 05/2019 → 08/2019
  Unemployed
  Kyle, TX
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 08/2017 → 05/2019
  Texas State University
  Austin, TX
• 01/2023 → Present
  Bank Of America N.A.
  Austin, TX

Previous Registrations

• 2019-12-13 → 2022-11-19
  J.P. Morgan Securities Llc
  Austin, TX
  Kyle, TX

Other Businesses

I*1722275 Entity Type: For Profit Name of OBA: ROBOTECH Address:Kyle, TX Investment Related:No Position, Title, Association:Officer Employee Start Date:02/24/2024 No Hours: Weekly No Hours during trading:0 Duties:ONLINE SELLING THROUGH AMAZON FBA. I will be purchasing products and reselling them online via Amazon. Products can be electronics, home goods. I will be in charge of the sales and marketing.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-12

Other Names

• Daniel Robles
• Daniel Patrick Robles
• Daniel Patrick Robles
• Daniel P Robles