Scott William Daniel

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 12/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2017 → 12/2019
  Northwestern Mutual Investment Services Llc
  Frederick, MD
• 01/1989 → Present
  Greystone Farm Llc
  Shenandoah Junction, WV
• 05/2018 → 12/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2020 → 04/2023
  Joshua Parish
  Frederick, MD
• 04/2023 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leesburg, VA
• 11/2021 → 05/2022
  Amazon
  Hagerstown, MD
• 04/2023 → 10/2025
  Bank Of America N.A.
  Leesburg, VA
• 10/2025 → Present
  Lpl Financial
  Martinsburg, WV

Previous Registrations

• 2023-05-15 → 2025-10-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leesburg, VA

Other Businesses

1) 10/2025 - Greystone Farm LLC / Business Owner / Non Inv Related / Start date 01/01/2009 2) 10/2025 - Pilot Financial / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-11
• S63 Uniform Securities Agent State Law Examination
  2018-02-09

Other Names

• Scott William Daniel