Daniel John Michaels

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

• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 06/2023 → 02/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 12/2022 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 05/2021 → 12/2022
  Bank Of America
  Phoenix, AZ
• 08/2020 → 11/2020
  Unemployed
  Tolleson, AZ
• 11/2020 → 03/2021
  Carvana
  Tolleson, AZ
• 06/2019 → 10/2019
  Lowe's
  Peoria, AZ
• 12/2019 → 06/2020
  Axelon Services Corp.
  Phoenix, AZ
• 12/2019 → 05/2020
  Bank Of America
  Phoenix, AZ
• 10/2019 → 12/2019
  Unemployed
  Tolleson, AZ
• 03/2021 → 05/2021
  Unemployed
  Tolleson, AZ
• 11/2018 → 04/2019
  Cigna / Life Ins Co Of North America
  Phoenix, AZ
• 03/2018 → 10/2018
  American Express
  Phoenix, AZ
• 10/2018 → 11/2018
  Unemployed
  Tolleson, AZ
• 04/2019 → 06/2019
  Unemployed
  Tolleson, AZ
• 06/2017 → 08/2017
  Express Employment Professionals
  Peoria, AZ
• 02/2015 → 06/2017
  Discover Financial Services
  Phoenix, AZ
• 08/2017 → 03/2018
  Unemployed
  Tolleson, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-07-14