Danny Xiao Di Hu
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
Great Neck, NY 11021
Credentials
Series 63, Series 65
Industry experience
26 years
Danny Xiao Di Hu is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he partners with a select group of families and businesses to develop personalized wealth management strategies. His approach integrates carefully selected long-term, risk-adjusted, and tax-efficient investment management strategies, leveraging Merrill’s proprietary institutional research and the insights from BofA Global Research. Fluent in Cantonese and Mandarin, Danny focuses on helping high net worth clients discover, grow, and preserve their assets.
With over 27 years in the financial field and 23 years as a financial advisor, Danny has experience across multiple firms including Citigroup Salomon Smith Barney, Charles Schwab, and Chase Manhattan Bank before joining Merrill Lynch in 2005. His expertise covers a range of areas such as college education planning, family wealth management, liquidity management, retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. He works with clients through a comprehensive process that includes defining the advisor-client relationship, analyzing financial data, developing and implementing strategies, and ongoing oversight.
Danny holds a Bachelor's Degree from Queens College and the Personal Investment Advisor (PIA) designation. He also dedicates time to his community through volunteer work and maintains personal interests in golfing, tennis, and volleyball. His philosophy emphasizes working one-on-one with clients to create financial strategies that address their individual long-term goals.
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
805 Northern Blvd
Great Neck, NY 11021
Connecticut · New York
Bank Of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2005 - Present (21 years)
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