Merrill
43yrs
Top advisor by experience in Egg Harbor Township
42yrs
Daniel Magee is a fiduciary financial advisor in Egg Harbor Township, New Jersey, with 42 years in the industry. Daniel joined Merrill in 2001, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 40 advisors with offices in Egg Harbor Township, and one of 37 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience nationwide
Office3100 Hingston Ave, Egg Harbor Township, NJ 08234
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2001 – nowMerrillCurrent firm
Contact Daniel
Local office(609) 484-7180Ask for Daniel. (800) 637-7455Main office · New York, NY 3100 Hingston AveEgg Harbor Township, NJ 08234Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (609) 484-7180 or the Merrill main office at (800) 637-7455, and ask for Daniel Magee.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1984, about 42 years. Top 2% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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