UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
12yrs
Daniel Tang
Financial advisor at Merrill
Based in Walnut Creek, California, Daniel Tang is a fiduciary financial advisor with 12 years of industry experience. Daniel joined Merrill in 2015, after less than a year at MSI Financial Services. 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 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1331 N California Blvd, Walnut Creek, CA 94596
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.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowMerrillCurrent firm
- Jan 2015 – Apr 2015MSI Financial Services, Inc.Previously
Contact Daniel
Local office(925) 945-4800Ask for Daniel. (800) 637-7455Main office · New York, NY 1331 N California BlvdWalnut Creek, CA 94596Office · 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 Daniel’s local office at (925) 945-4800 or the Merrill main office at (800) 637-7455, and ask for Daniel Tang.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 12 years. 12 years in the industry.
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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