Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in Princeton
26yrs
Daniela Smith
Financial advisor at Raymond James & Associates
Based in Princeton, New Jersey, Daniela Smith is a fiduciary financial advisor with 26 years of industry experience. Daniela has been with Raymond James & Associates since 2025. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 899 advisors with offices in Princeton, and one of 842 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 20% by experience in Princeton
Office902 Carnegie Center Blvd Suite 320, Princeton, NJ 08540
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment 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
- Mar 2025 – nowRaymond James & Associates, Inc.Current firm
Questions to ask Daniela
Tailored to Daniela’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?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniela
How do I contact Daniela?
Call Raymond James & Associates at 727-567-1000 and ask for Daniela Smith. Daniela works from the Princeton, NJ office.
How long has Daniela been a financial advisor?
Daniela has been in the industry since 2000, about 26 years. Top 20% by experience in Princeton.
What licenses does Daniela hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniela a fiduciary?
Daniela is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniela paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Daniela 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.
Other advisors nearby
Wells Fargo Advisors
46yrs
Top 1% by experience in Princeton
RBC Capital Markets
45yrs
Top 1% by experience in Princeton
RBC Capital Markets
45yrs
Top 1% by experience in Princeton
UBS Financial Services
45yrs
Top 1% by experience in Princeton
Merrill Lynch, Pierce, Fenner & Smith
45yrs
Top 1% by experience in Princeton