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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-15
MI RA APPROVED 2025-08-12
  • TX RA
    APPROVED
    Since 2025-10-15
  • MI RA
    APPROVED
    Since 2025-08-12

Branch Locations

2250 W Michigan Ave, Ypsilanti, MI 48197 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Southfield MI 11/2024 04/2025
Massmutual Life Insurance Company Southfield MI 11/2024 04/2025
Symmetry Financial Group Whitson NC 02/2024 10/2024
Wehbe Insurance Services Dubai 01/2008 11/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ypsilanti MI 06/2025 Present
Starbucks Coffee Company Oakland County MI 12/2021 06/2022
Bank Of America, N.A. Ypsilanti MI 10/2025 Present
  • 11/2024 → 04/2025
    Mml Investors Services, Llc
    Southfield, MI
  • 11/2024 → 04/2025
    Massmutual Life Insurance Company
    Southfield, MI
  • 02/2024 → 10/2024
    Symmetry Financial Group
    Whitson, NC
  • 01/2008 → 11/2023
    Wehbe Insurance Services
    Dubai
  • 06/2025 → Present
    Ypsilanti, MI
  • 12/2021 → 06/2022
    Starbucks Coffee Company
    Oakland County, MI
  • 10/2025 → Present
    Bank Of America, N.A.
    Ypsilanti, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
  • S66 Uniform Combined State Law Examination
    2023-12-20
Other Names
  • Danny Salem
  • Dani Mazen Issa Salem
  • Danny M I Salem
  • Danny Mazen Issa Salem

View on SEC IAPD

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