RBC Capital Markets
45yrs
Top advisor by experience in Concord
13yrs
Daniel Ringelstein has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Concord, New Hampshire. After five years at Morgan Stanley and less than a year at Valic Financial Advisors, Daniel joined Merrill in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 146 advisors with offices in Concord, and one of 141 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office118 Storrs St, Concord, NH 03301
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 ?1 state
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
- 2021 – nowMerrillCurrent firm
- 2016 – 2021Morgan StanleyPreviously
- Nov 2014 – May 2016MerrillPreviously
- May 2014 – Oct 2014Valic Financial Advisors, Inc.Previously
Contact Daniel
(800) 637-7455Firm headquarters in New York, NY. Ask for Daniel. 118 Storrs StConcord, NH 03301Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Ringelstein. Daniel works from the Concord, NH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 13 years. 13 years in the industry.
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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