Daniel Richard Kowalczyk

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

• 04/2024 → 09/2025
  Fidelity Investments
  Boston, MA
• 06/2016 → 04/2020
  Arlington Heights Environmental Commission
  Arlington Heights, IL
• 06/2023 → 08/2023
  Fidelity Investments
  Boston, MA
• 05/2021 → 10/2021
  Kinzinger For Congress
  Ottawa, IL
• 05/2022 → 08/2022
  Wintrust Financial
  Rosemont, IL
• 08/2022 → 04/2024
  Kenyon College
  Gambier, OH
• 06/2016 → 06/2017
  Rolling Meadows High School
  Rolling Meadows, IL
• 06/2017 → 06/2020
  Wheaton Academy
  West Chicago, IL
• 06/2020 → 06/2024
  Kenyon College
  Gambier, OH
• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Port, FL
• 10/2025 → Present
  Bank Of America, N.A.
  North Port, FL

Other Businesses

I*2947270, Entity Type Entity For Profit, Name of OBA: Young Living Address: LehiUtah 84043 Investment Related: No Position, Title, Association:Consultant/Independent Contractor Employee Start Date: 03/14/2020 No Hours: 0.5 No Hours during trading: 0 Duties: Nothing, all I do is purchase products but am not involved in the actual development of the buisness. My mothers work which is a multi level marketing company. I do not do any work but receive a small amount of compensation due to the structure. (I do use the products)

Exams

• S66 Uniform Combined State Law Examination
  2025-08-20

Other Names

• Daniel Kowalczyk
• Daniel Richard Kowalczyk