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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
IL RA APPROVED 2026-03-18
TX RA APPROVED 2025-05-02
  • IL RA
    APPROVED
    Since 2026-03-18
  • TX RA
    APPROVED
    Since 2025-05-02

Branch Locations

110 N Wacker Dr, Chicago, IL 60606 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Panama City FL 03/2025 Present
Unemployed Panama City Beach FL 11/2024 03/2025
Cincinnati Reds Goodyear AZ 02/2024 11/2024
University Of Pittsburgh Pittsburgh PA 08/2023 02/2024
Florida State University Tallahassee FL 08/2022 08/2023
Florida State University Tallahassee FL 01/2023 08/2023
Chuck's Fish Tallahassee Tallahassee FL 05/2022 12/2022
Florida State University Tallahassee FL 08/2018 04/2022
The Back Porch Seafood & Oyster House Panama City Beach FL 05/2019 08/2021
Florida State University Tallahassee FL 03/2022 08/2023
Chili's Panama City Beach FL 05/2019 05/2019
St. Joe Company Panama City Beach FL 05/2019 08/2019
Texas Roadhouse Tallahassee FL 01/2020 03/2020
North Bay Haven Charter Academy Panama City FL 08/2014 05/2018
Chick-Fil-A Panama City Beach FL 07/2016 12/2018
Bank Of America, N.A. Panama City FL 05/2025 Present
  • 03/2025 → Present
    Panama City, FL
  • 11/2024 → 03/2025
    Unemployed
    Panama City Beach, FL
  • 02/2024 → 11/2024
    Cincinnati Reds
    Goodyear, AZ
  • 08/2023 → 02/2024
    University Of Pittsburgh
    Pittsburgh, PA
  • 08/2022 → 08/2023
    Florida State University
    Tallahassee, FL
  • 01/2023 → 08/2023
    Florida State University
    Tallahassee, FL
  • 05/2022 → 12/2022
    Chuck's Fish Tallahassee
    Tallahassee, FL
  • 08/2018 → 04/2022
    Florida State University
    Tallahassee, FL
  • 05/2019 → 08/2021
    The Back Porch Seafood & Oyster House
    Panama City Beach, FL
  • 03/2022 → 08/2023
    Florida State University
    Tallahassee, FL
  • 05/2019 → 05/2019
    Chili's
    Panama City Beach, FL
  • 05/2019 → 08/2019
    St. Joe Company
    Panama City Beach, FL
  • 01/2020 → 03/2020
    Texas Roadhouse
    Tallahassee, FL
  • 08/2014 → 05/2018
    North Bay Haven Charter Academy
    Panama City, FL
  • 07/2016 → 12/2018
    Chick-Fil-A
    Panama City Beach, FL
  • 05/2025 → Present
    Bank Of America, N.A.
    Panama City, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-15
  • S66 Uniform Combined State Law Examination
    2025-03-15
Other Names
  • Danny Eurich

View on SEC IAPD

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