Daylen Julius Fleitman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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
16 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Merit Financial AdvisorsJul 2025 to Jul 2026
- Purshe Kaplan Sterling InvestmentsJul 2025 to Jul 2026
- Equitable AdvisorsSep 2024 to Jun 2025
- WineuJan 2024 to Mar 2024
- Stonebriar Country ClubMay 2021 to Jul 2021
- University of ArkansasSep 2019 to Aug 2024
- UnemployedMay 2019 to Sep 2019
- Legacy Christian AcademyAug 2010 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7990427
- Firm CRD
- 7691