Osaic Wealth
46yrs
Top advisor by experience in Southlake
New
Levi Daniel Darrow
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office601 State St, Southlake, TX 76092
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Combined State Law Examination
Career
- Jul 2026 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
Questions to ask Levi
Tailored to Levi’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Levi
How do I contact Levi?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Levi Daniel Darrow. Levi works from the Southlake, TX office.
How long has Levi been a financial advisor?
Levi is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Levi hold?
Series 66. Tap any license on this page to see what it allows.
Is Levi a fiduciary?
Levi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Levi 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 Levi for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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