Daniel Lynch

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

• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Warner Robins, GA
• 06/2024 → 09/2025
  Bank Of America
  Warner Robins, GA
• 04/2024 → 06/2024
  Unemployed
  Perry, GA
• 04/2024 → 04/2024
  Teleperformance
  Perry, GA
• 09/2021 → 04/2024
  Third Coast Beach Company
  Corpus Christi, TX
• 07/2021 → 09/2021
  Dish Network
  Corpus Christi, TX
• 07/2014 → 07/2021
  Third Coast Beach Company
  Corpus Christi, TX
• 04/2024 → 05/2024
  Turbo Tax
  Perry, CA
• 12/2025 → Present
  Bank Of America, N.A.
  Warner Robins, GA

Other Businesses

I*: 1916359 Entity Type: For Profit Name of OBA: D. M. Photography Address: Perry, GA 31069 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/10/2021 Number of Hours: 1 hr wkly Number of Hours during trading: o Duties: Photography business. Role-help wife with backend of business. Bank account, cc, monitoring books, sending out invoices. I*: 1916360 Entity Type: For Profit Name of OBA: Apex apparel co Address: Perry, GA 31069 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/13/2025 Number of Hours: 1o hrs wkly Number of Hours during trading: 0 Duties: Apparel company. Role would be to design and sell apparel.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-04

Other Names

• Danny Lynch