Osaic Wealth
46yrs
Top advisor by experience in Sewickley
26yrs
Based in Sewickley, Pennsylvania, Daniel Dee is a fiduciary financial advisor with 26 years of industry experience. Daniel has been with Merrill since 2020; before that, Daniel spent 12 years at Blackrock Investment Management. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 291 advisors with offices in Sewickley, and one of 252 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 25% by experience at Merrill
Office417 Thorn St, Sewickley, PA 15143
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
- 2020 – nowMerrillCurrent firm
- 2007 – 2019Blackrock Investment Management, LLCPreviously
- Sep 2006 – Aug 2007MerrillPreviously
Contact Daniel
Local office(412) 749-0220Ask for Daniel. (800) 637-7455Main office · New York, NY 417 Thorn StSewickley, PA 15143Office · 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 (412) 749-0220 or the Merrill main office at (800) 637-7455, and ask for Daniel Dee.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2001, about 26 years. Top 25% by experience at Merrill.
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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