Ameriprise Financial Services
47yrs
Top advisor by experience in Florham Park
28yrs
Daniel Rodriguez
Financial advisor at Merrill
Based in Florham Park, New Jersey, Daniel Rodriguez is a fiduciary financial advisor with 28 years of industry experience. Daniel has been with Merrill since 2000. 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 594 advisors with offices in Florham Park, and one of 556 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience at Merrill
Office100 Campus Dr, Florham Park, NJ 07932
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
- 2000 – nowMerrillCurrent firm
Contact Daniel
100 Campus DrFlorham Park, NJ 07932Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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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 Merrill at (800) 637-7455 and ask for Daniel Rodriguez. Daniel works from the Florham Park, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1998, about 28 years. Top 19% by experience at Merrill.
What licenses does Daniel hold?
Series 63, Series 65. 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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