Daniel A Olivares
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 yearsExperience
1 stateRegistered 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
7 years in the industry.
- Bank of America N.A.Oct 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- Bolton Securities CorpJun 2022 to Aug 2022
- Bolton Global CapitalJun 2021 to Aug 2022
- J.P. Morgan Securites LLCJan 2019 to Jun 2021
- JPMorgan Chase Bank, N.A.Jan 2019 to Jun 2021
- Security Service Federal Credit UnionAug 2018 to Jan 2019
- International Bank of CommerceJan 2017 to Aug 2018
- Rare Import ExportJan 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7062648
- Firm CRD
- 7691