Daniel J Morrison

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

• 01/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sioux Falls, SD
• 03/2012 → Present
  Bank Of America, N.A.
  Sioux Falls, SD

Other Businesses

I*1978272Entity Type, CharitableName of OBA: South Dakota Hall of FameAddress: Chamberlain, South Dakota,57325Investment Related: noPosition, Title, Association: Board MemberEmployee Start Date: 01/01/2025No Hours: 20 monthlyNo Hours during trading:0Duties: Fundraising and voting I*1978272 Entity Type: Entity Charitable Name of OBA: South Dakota Hall of Fame Address: Chamberlain, South Dakota, 57325 Investment Related: No Position, Title, Association: Treasurer,Board Member Employee Start Date: 01/01/2025 Number of Hours: 20, Monthly Number of Hours during trading: 0, Monthly Duties: An organization dedicated to championing excellence in our state. With the treasurer role, I'll be responsible for presenting financial documents prepared by the staff and outside accounting firm.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-11

Other Names

• Daniel Morrison