Morgan Stanley
47yrs
Top advisor by experience in New York
18yrs
Daniel Timari
Financial advisor at Merrill
Daniel Timari is a fiduciary financial advisor in New York, New York, with 18 years in the industry. After three years at Citigroup Global Markets and less than a year at J.P. Morgan Securities, Daniel joined Merrill in 2022, 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors in New York
Office225 Liberty St, New York, NY 10281
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
- 2022 – nowMerrillCurrent firm
- 2019 – 2022Citigroup Global Markets Inc.Previously
- Oct 2018 – Apr 2019J.P. Morgan Securities LLCPreviously
- 2012 – 2016J.P. Morgan Securities LLCPreviously
- 2009 – 2012Chase Investment Services Corp.Previously
Contact Daniel
(800) 637-7455Merrill main office 225 Liberty StNew York, NY 10281Office · 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 Timari. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 65% of advisors in New York.
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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