Nathan McDaniel
CRD Number: 7380012Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nathan McDaniel (CRD# 7380012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Key West, FL and has 1 year of experience in the finance industry.
CRD# 4697383
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2727266
Money Concepts Advisory Service
CRD# 2082544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Key West, FL | Sep 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Key West, FL | Jul 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | St Louis, MO | Apr 2023 - May 2023 | < 1 |
| Td Ameritrade | St. Louis, MO | Jun 2022 - Apr 2023 | < 1 |
| Full-time Education | St Louis, MO | Sep 2021 - May 2022 | < 1 |
| University Of Missouri | Columbia, MO | Aug 2018 - May 2022 | 3 |
| Td Ameritrade | St. Louis, MO | Jun 2021 - Aug 2021 | < 1 |
| Full-time Education | Columbia, MO | Sep 2020 - May 2021 | < 1 |
| Outdoor Living | Kirkwood, MO | May 2020 - Aug 2020 | < 1 |
| Full-time Education | Columbia, MO | Sep 2019 - Apr 2020 | < 1 |
| Outdoor Living | Saint Louis, MO | Jun 2019 - Aug 2019 | < 1 |
| Full-time Education | Columbia, MO | Sep 2018 - May 2019 | < 1 |
| Outdoor Living | Saint Louis, MO | Jun 2018 - Aug 2018 | < 1 |
| Full-time Education | Wentzville, MO | Sep 2017 - May 2018 | < 1 |
| Outdoor Living | Saint Louis, MO | Jun 2017 - Aug 2017 | < 1 |
| Full-time Education | Wentzville, MO | Sep 2016 - May 2017 | < 1 |
| Outdoor Living | Saint Louis, MO | Jun 2016 - Aug 2016 | < 1 |
| Unemployed | Wentzville, MO | Jun 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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