AUMdb
DY

Danny Yee

CRD 1062270

Firms

FirmRoleAs of
Merrill Lynch, Pierce, Fenner & Smith Incorporated Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (2)

OrganizationRoleCompensationAs of
Joint Industry Board Of The Electrical Industry IT Assistant Director $250K 09/30/2024
Ong Family Foundation Officer/Director 01/31/2025

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗