Haley K Dang
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
3 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
11 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- Royal Bank of Canada (RBC) Wealth ManagementJun 2025 to Aug 2025
- Alexander HuttonJun 2024 to Sep 2024
- Chinook Capital AdvisorsSep 2023 to Dec 2023
- AritziaNov 2022 to Sep 2025
- Work BreakOct 2022 to Nov 2022
- MejuriMay 2022 to Oct 2022
- MadewellMay 2022 to Aug 2022
- Work BreakMar 2022 to May 2022
- Brandy Melville - Bastiat SeattleOct 2021 to Mar 2022
- Work BreakJun 2021 to Oct 2021
- BobalustMay 2020 to Jun 2021
- UnemployedAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NY, TX, WA).
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
- 8122609
- Firm CRD
- 7691