Daniel Ellison
Daniel Ellison is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
One Bryant Park, New York, NY, 10036
Get directionsHistory
Regulatory History (6)
Customer Dispute
December 2023Customer Dispute
December 2013Customer Dispute
April 2013Customer Dispute
August 2001Customer Dispute
January 2001Customer Dispute
October 2000Other Business Activities
Daniel is an advisory board member for Harlem Lacrosse and Leadership, a non-profit charitable organization, since 2014. He spends a few hours per week on fundraising activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
America First Associates CORP.Broker
D. H. Blair & CO., INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.