Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Red Bank
13yrs
Daniel Howard
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Daniel Howard is a fiduciary financial advisor in Red Bank, New Jersey, with 13 years in the industry. Daniel joined Merrill Lynch, Pierce, Fenner & Smith in 2013, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill Lynch, Pierce, Fenner & Smith reports being paid through a percentage of assets, flat fees, and commissions.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office77 Broad St, Red Bank, NJ 07701
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 Lynch, Pierce, Fenner & Smith
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
- 2013 – now
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Daniel Howard. Daniel works from the Red Bank, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 13 years. More experience than 50% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
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 Lynch, Pierce, Fenner & Smith 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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