Daniel Matthew Cutter

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

• 10/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sn Francisco, CA
• 08/2009 → Present
  Bank Of America, N.A.
  San Franscisco, CA

Previous Registrations

• 2003-11-24 → 2005-11-01
  Morgan Stanley Dw Inc.
  San Francisc, CA

Other Businesses

I*2164258, Entity Type: , Name of OBA: W C, Address: Peoria, Illinois, 61614, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2165258, Entity Type: , Name of OBA: C C, Address: Peoria Heights, Illinois, 61616, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-17
• S63 Uniform Securities Agent State Law Examination
  2000-03-13

Other Names

• Daniel M Cutter