Michael Levon Daniels

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 01/2017 → 10/2018
  Rock Connections Llc
  Detroit, MI
• 06/2015 → 09/2016
  Aldi Inc.
  Denton, TX
• 09/2016 → 01/2017
  Unemployed
  Unemployed, TX
• 12/2018 → 03/2020
  Bank Of America, N.A.
  Bloomfield Hills, MI
• 03/2020 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Warren, MI
• 01/2021 → 04/2023
  Ubs Financial Services Inc.
  Birmingham, MI
• 05/2023 → 12/2023
  Sequoia Financial Group, Llc
  Troy, MI
• 01/2024 → 12/2025
  Sequoia Financial Group, Llc
  Fort Worth, TX
• 12/2025 → Present
  Mariner
  Plano, TX

Previous Registrations

• 2023-05-16 → 2025-12-26
  Sequoia Financial Group, L.L.C.
  Akron, OH
  Troy, MI
  Forth Worth, TX
• 2021-01-05 → 2023-05-10
  Ubs Financial Services Inc.
  Birmingham, MI
• 2019-04-03 → 2020-12-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Warren, MI
  Farmington Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-04-01

Designations

• Certified Financial Planner

Other Names

• Michael Daniels