Daniel Slattery
Daniel Slattery is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Omaha, NE, with 31 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
13321 California St, Omaha, NE, 68154
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Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
Daniel is the treasurer of a non-profit family foundation, managing assets, voting on charitable donations, and writing checks, dedicating minimal time. He is also a committee member for vinNEBRASKA, a charitable organization, spending minimal time to raise money for deserving charities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.