Daniel J Gamboa marty
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
19 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Daniel J Gamboa marty? Claim your profile
Contact this firm
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
19 years in the industry.
- Bank of America N.A.Jan 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Allstate Insurance ComapnyJun 2021 to Oct 2022
- University of FloridaJan 2018 to Jun 2021
- The Ups Store #2540Nov 2017 to Jun 2021
- Original Penguin StoreJul 2017 to Nov 2017
- Falcon Cove Middle School/cypress Bay High SchoolSep 2007 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7667743
- Firm CRD
- 7691