Daniel Memo
Daniel Memo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Canfield, OH, with 26 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
4137 Boardman Canfield Rd, Canfield, OH, 44406
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2015Customer Dispute
January 2014Customer Dispute
April 2011Customer Dispute
July 2007Customer Dispute
April 2007Customer Dispute
September 2000Other Business Activities
Daniel is a committee member for the non-profit charitable organization, Magic of Michael, dedicating minimal time annually. Daniel also owns rental property in South Carolina, dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations24 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.