Daniel Schuld

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

• 09/2017 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 08/2013 → 05/2017
  University Of Dayton
  Dayton, IL
• 07/2017 → 09/2017
  Unemployed
  Inverness, IL
• 09/2021 → 01/2022
  Unemployed
  Chicago, IL
• 01/2022 → 08/2022
  Northern Trust Securities, Inc.
  Chicago, IL
• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2022 → 12/2023
  Factset
  Chicago, IL

Previous Registrations

• 2022-02-16 → 2022-08-25
  Northern Trust Securities, Inc.
  Chicago, IL
• 2019-10-04 → 2021-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Chicago, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-10-03

Other Names

• Dan Schuld
• Daniel Schuld
• Daniel Timothy Schuld