Daniel Lassek

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

• 07/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Omaha, NE
• 05/2005 → Present
  Dan Lassek Music
  Omaha, NE
• 02/2015 → Present
  Bank Of America, N.A.
  Omaha, NE

Other Businesses

I*464942, Entity Type: Entity Charitable, Name of OBA: Rotary Club of Omaha West, Address: Omaha, Nebraska, 68127, Investment Related: N, Position, Title, Association: Committee,Board Member, Employee State Date: 07/12/2024, No Hours: 2 Weekly, No Hours during Trading: 2 Weekly, Duties: Perform duties of a club board members, committee chair and committee member. Civic club providing help to local organizations and the Omaha community. I*3313279 Entity Type: Charitable Name of OBA: Bennington Youth Football Address: Bennington, Nebraska, 68007 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/15/2025 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: Building character, discipline and teamwork through youth football in the Bennington community. Attendance and participation at monthly meetings, attendance at the combine, equipment checkout/check-in, participate in a committee (Coaching, Combine, Field Cleanup or Concessions), assist when needed for other duties to ensure a successful season for all flag and tackle football participants

Exams

• S66 Uniform Combined State Law Examination
  2014-12-13