Daniel Howard

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

• 06/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater, NJ
• 11/2013 → Present
  Bank Of America, N.A.
  Bridgewater, NJ

Other Businesses

I*66074 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DANIEL HOWARD INVESTMENT RELATED: NO ADDRESS OF BUSINESS: VIRGINIA BEACH, VIRGINIA 23464 POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/14/2013 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FULL-TIME RENTAL I*12914 Fiduciary Role Name of outside business organization: R. H. Investment related: No Address of business: Vrigina Beach, Virginia 23464 Position, title, association: Power of Attorney Start date of relationship: 1/4/2021 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 2 Duties: Power of Attorney/Parent I*12913 Fiduciary Role Name of outside business organization: J. H. Investment related: No Address of business: Virginia Beach, Virginia 23464 Position, title, association: Power of Attorney Start date of relationship: 1/4/2021 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 2 Duties: Power of Attorney/Parent I*4665276 Entity Type: Fiduciary role Name of OBA: A. H. Address: Sea Bright, New Jersey, 7760 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/05/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Spouse

Exams

• S66 Uniform Combined State Law Examination
  2013-09-10