Osaic Advisory Services
46yrs
Top advisor by experience at Osaic Advisory Services
21yrs
Daniel Rasmussen has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Manasquan, New Jersey. Daniel joined Merrill in 2006, 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 122 advisors with offices in Manasquan, and one of 112 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 66% of advisors at Merrill
Office2504 Highway 35, Manasquan, NJ 08736
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.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowMerrillCurrent firm
Contact Daniel
(800) 637-7455Firm headquarters in New York, NY. Ask for Daniel. 2504 Highway 35Manasquan, NJ 08736Office · 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 Rasmussen. Daniel works from the Manasquan, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 21 years. More experience than 66% of advisors at Merrill.
What licenses does Daniel hold?
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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