Daniel Eurich
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Daniel Eurich? 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
12 years in the industry.
- Bank of America, N.A.May 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- UnemployedNov 2024 to Mar 2025
- Cincinnati RedsFeb 2024 to Nov 2024
- University of PittsburghAug 2023 to Feb 2024
- Chuck's Fish TallahasseeMay 2022 to Dec 2022
- Texas RoadhouseJan 2020 to Mar 2020
- The Back Porch Seafood & Oyster HouseMay 2019 to Aug 2021
- St. Joe CompanyMay 2019 to Aug 2019
- Chili'sMay 2019 to May 2019
- Florida State UniversityAug 2018 to Aug 2023
- Chick-fil-aJul 2016 to Dec 2018
- North Bay Haven Charter AcademyAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8067883
- Firm CRD
- 7691