Danny Izquierdo
Danny Izquierdo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bergenfield, 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
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
235 Woodbine St, Bergenfield, NJ, 07621
Get directionsHistory
Regulatory History (1)
Criminal
January 2001Other Business Activities
Danny is the sole owner of a rental property in Bayonne, NJ, since 2020. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
PNC InvestmentsBroker
Adp Broker-Dealer, INC.Broker
Harrison Securities, INC.Broker
Sky Capital LLCBroker
Sky Capital LLCBroker
National Securities CorporationBroker
U.S. Securities & Futures CORP.Broker
Dalton Kent Securities Group, INC.Broker
State Registrations15 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.