Daniel William Sorabella
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Unemployed Awaiting Bank of America Job Start DateMay 2022 to Jul 2022
- Wesleyan UniversityAug 2021 to May 2022
- Esec Lending (securities Finance Trust Company)May 2021 to Aug 2021
- Wesleyan UniversityAug 2020 to May 2021
- Esec Lending (securities Finance Trust Company)Jun 2020 to Aug 2020
- Wesleyan UniversityAug 2019 to Jun 2020
- Wesleyan UniversitySep 2018 to Jun 2019
- Unemployed/self EmployedSep 2017 to Jun 2019
- Scott A Dampolo ConstructionJun 2017 to Aug 2017
- Reading Memorial High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7950540
- Firm CRD
- 7691