Supreme Alliance
47yrs
Top advisor by experience in Charlotte
New
Daniel Pham
Financial advisor at Merrill
Daniel Pham is a fiduciary financial advisor in Charlotte, North Carolina, registered since Oct 2025. After less than a year at Wells Fargo Advisors, Daniel joined Merrill in 2026, 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 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
Office401 N Tryon St CI Client Management, Charlotte, NC 28255
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.
Career
- Aug 2026 – nowMerrillCurrent firm
- Apr 2026 – Aug 2026Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
(800) 637-7455Firm headquarters in New York, NY. Ask for Daniel. 401 N Tryon St CI Client ManagementCharlotte, NC 28255Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Merrill at (800) 637-7455 and ask for Daniel Pham. Daniel works from the Charlotte, NC office.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Oct 2025, and holds 2 licenses.
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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