DH
DH

Daniel Hirsch

22 Years of Experience
Paramus, NJ
Broker

Daniel Hirsch is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Paramus, NJ, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

115 W Century Rd, Paramus, NJ, 07652

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2020 - Present · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2014 - February 2020 · 5 yrs 2 mos
J.P. Morgan Securities LLCBroker
December 2014 - February 2020 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2012 - December 2014 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - December 2014 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - August 2010 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - August 2010 · 4 yrs 5 mos
Advest, INC.
January 2006 - March 2006 · 2 mos
Advest, INC.Broker
September 2005 - March 2006 · 6 mos
E*trade Professional Trading, LLCBroker
January 2004 - July 2004 · 6 mos
Schonfeld Securities, LLCBroker
February 2002 - January 2004 · 1 yr 11 mos
Schonfeld Securities, LLCBroker
March 1999 - August 2000 · 1 yr 5 mos
State Registrations7 states
CACTDEFLNJNYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Daniel Hirsch - Financial Advisor | TrueAdvisor