Daniel J Marcon
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
23 yearsExperience
2 statesRegistered 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
23 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- The Capital GrilleSep 2024 to May 2025
- Aruza MarketingMay 2024 to Aug 2024
- University of South FloridaAug 2023 to May 2025
- Dick's Sporting GoodsJun 2023 to Apr 2024
- DoordashJan 2023 to May 2025
- Klondike Kate'sSep 2022 to Mar 2023
- University of DelawareAug 2022 to May 2023
- Colony PoolsMay 2022 to Aug 2022
- UnemployedFeb 2022 to Apr 2022
- University of TennesseeAug 2021 to May 2022
- Delaware Moving and StorageJun 2021 to Apr 2022
- UnemployedMar 2021 to May 2021
- Caravel AcademySep 2018 to Jun 2021
- UnemployedMar 2003 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8101724
- Firm CRD
- 7691