Daniel Borenstein
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Bank of America, N.A.Jun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- Bank of AmericaAug 2020 to May 2024
- UnemployedNov 2019 to Jul 2020
- LayeroneOct 2019 to Apr 2020
- Nbf Technology SolutionsJan 2019 to Oct 2019
- UnemployedDec 2018 to Dec 2018
- Bank of AmericaSep 2018 to Nov 2018
- UnemployedFeb 2018 to Aug 2018
- Nyu Tandon School of EngineeringMay 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6508846
- Firm CRD
- 7691