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Daniel Y
Series 66
Glendale, CA
Merrill
Daniel Yang is a financial advisor at Merrill with seven years of experience at the firm and one year of industry experience overall. He holds a Series 66 designation and has prior work history at Bank of America, N.A. from 2025 to present and MBG Inc. from 2016 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
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