DB
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Daryle Barnard

18 Years of Experience
Pennington, NJ
1 DisclosureBroker

Daryle Barnard is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pennington, NJ, with 18 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

1100-1800 American Blvd, Retirement & Personal Wealth Solutions, Pennington, NJ, 08534

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2013
Denied
Other Business Activities

Daryle is a general partner/managing member of Casual Evangelization, a digital resource for spiritual/religious content. Daryle's responsibilities are limited to oversight of content and occasional contribution.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - Present · 18 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2007 - Present · 18 yrs 9 mos
State Registrations1 state
FL
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.