Daniel M Bayly

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

• 09/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America,N.A.
  New York, NY

Other Businesses

I*103158FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: THE HOLE IN THE WALL GANG CAMPINVESTMENT RELATED: NADDRESS OF BUSINESS: ASHFORD, CONNECTICUT 06278NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 06/30/2015NUMBER OF HOURS DEVOTED: 144 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 12DUTIES: THE ENTITY IS A YEAR-ROUND CAMP FOR KIDS WITH LIFE THREATENING ILLNESSES. I ASSIST WITH ORGANIZING EVENTS AND FUNDRAISING. I*5247268 Entity Type: Entity Charitable Name of OBA: Rye Presbyterian Nursery School Address: Rye, New York, 10580 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/01/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: This Nursery school provides educational services for infants through ages about 5 to 6 in Rye, NY. Responsibilities include quarterly, or as appropriate, review of school policies and procedures and offering feedback to ensure a best-in-class educational experience for children ages infant through about 6 years old.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-03
• S63 Uniform Securities Agent State Law Examination
  2007-01-30

Other Names

• Daniel M. Bayly
• Daniel Macaulay Bayly