Daniel A Olivares

CRD 7062648 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Mcallen, TX

IA RegisteredBroker

Also appears in the source record as: Daniel Alexei Olivares

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSeries 6TOSIESeries 66Series 63
Registered states (2): Kansas · Texas
Years in the industry (source record): 7
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (5)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Mcallen, TX · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Mcallen, TX · BC capacity

start not retrieved → present
Bolton Global Asset Management
Brownsville, TX · IA capacity

Jul 29, 2022 → Aug 16, 2022
Bolton Global Capital
Brownsville, TX · BC capacity

Aug 23, 2021 → Aug 16, 2022
J.P. Morgan Securities LLC
Brownsville, TX · BC capacity

Mar 15, 2019 → Jul 16, 2021

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 7062648 ↗ FINRA BrokerCheck record for CRD 7062648 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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