Supreme Alliance
47yrs
Top advisor by experience in Charlotte
9yrs
Based in Charlotte, North Carolina, Daniel Wimer is a fiduciary financial advisor with 9 years of industry experience. Daniel joined Merrill in 2023, after four years at UBS 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 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office13510 Ballantyne Corporate Pl, Charlotte, NC 28277
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
- 2023 – nowMerrillCurrent firm
- 2019 – 2023UBS Financial Services Inc.Previously
Contact Daniel
Local office(704) 341-5121Ask for Daniel. (800) 637-7455Main office · New York, NY 13510 Ballantyne Corporate PlCharlotte, NC 28277Office · 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 (704) 341-5121 or the Merrill main office at (800) 637-7455, and ask for Daniel Wimer.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. 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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