Antwan Daniels
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91101
Credentials
Series 66
Industry experience
12 years
Antwan Daniels is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Pasadena, California. He advises clients in various areas of financial strategy, including concentrated stock management, asset and liability management, trust and estate planning services through Bank of America Private Bank, retirement planning services, and access to banking and lending services through Bank of America, N.A. His clients include entrepreneurs, C-level executives, entertainers, and foundations. As a specially qualified Senior Portfolio Advisor, Antwan builds and manages custom investment strategies and selects from a wide range of Merrill model portfolios and third-party investment strategies. He may also manage these strategies on a discretionary basis through the firm's Investment Advisory Program.
Antwan joined Merrill Lynch Wealth Management in 2015 and has prior financial advisory experience at Morgan Stanley and JP Morgan. Before his career in wealth management, he worked in media, most recently as Director of Underwriting for a Southern California NPR and PBS affiliate. He holds the Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Certified Plan Fiduciary Advisor® (CPFA®) designations. His education includes attendance at Long Island University without degree conferred, an accredited certificate program from Capella University, and a high school diploma from Pomona Senior High.
Antwan lives in Claremont, California, with his wife Kisha and their children. He is committed to his family and philanthropic causes. His personal interests include baseball, basketball, boating, hiking, reading, skiing, spending time with family, swimming, tennis, and traveling.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
800 E Colorado Blvd
Pasadena, CA 91101
California · Texas
Bank of America, N.A.
2015 - Present (11 years)
Merrill
2015 - Present (11 years)
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Trust company
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Real estate agent
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Accountant / CPA / tax prep
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Lawyer
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