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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cutter is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel Cutter has worked in the financial industry since March 29, 2000. Daniel Cutter holds Series 7, Series 31, Series 63, Series 65 and SIE licenses and has 22 state registrations. Daniel Cutter has previously worked for MORGAN STANLEY DW INC., CREDIT SUISSE FIRST BOSTON LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION and SANFORD C. BERNSTEIN & CO., INC. Daniel Cutter's office is located in SAN FRANCISCO, CA and is part of the Merrill Lynch, Pierce, Fenner & Smith Inc. branch located at 555 CALIFORNIA ST, SAN FRANCISCO, CA, 94104. Daniel Cutter's firm Merrill Lynch, Pierce, Fenner & Smith Inc. has a total of $10 billion - $50 billion of assets under management. Daniel Cutter's firm Merrill Lynch, Pierce, Fenner & Smith Inc. primarily manages assets for high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/17/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
NY
08/21/2003 - 11/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/17/2003 - 07/23/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
11/22/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/02/2000 - 12/05/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 09/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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