Daniela Vizcaino, financial advisor Ship Bottom NJ

Daniela Vizcaino

CRD Number: 7625243
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniela Vizcaino (CRD# 7625243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ship Bottom, NJ and has 1 year of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated Ship Bottom, NJ Apr 2020 - Current 4
Bank Of America, N.a. Ship Bottom, NJ Apr 2020 - Current 4
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2022
Contact Info for Daniela V. Vizcaino
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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