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Senior Financial Advisor at Merrill Lynch offering personalized wealth management, investment strategies, and integrated banking solutions through Bank of America.
Data compiled from public sources
Daniel Ellison is a Senior Vice President and Senior Financial Advisor at Merrill Lynch, operating from the firm's Manhattan headquarters at One Bryant Park, Floor 3 in New York, NY 10036. He represents a traditional full-service wealth management practice within one of the largest investment banking and financial services firms in the world, leveraging Merrill Lynch's institutional resources and Bank of America's integrated banking platform. Ellison's practice centers on personalized wealth management strategy development, offering clients access to Merrill Lynch's investment solutions alongside Bank of America's banking products.
His stated service offerings include personal banking, lending solutions, investment management, retirement and savings accounts, insurance products, and comprehensive wealth planning. The practice emphasizes a consultative approach focused on understanding client goals and financial circumstances before recommending specific strategies. His team includes professional support staff: Anthony W Vitelli (Wealth Management Client Associate) and Annelise J Conte, AWMA (Assistant Vice President, Business Manager).
Ellison distinguishes himself through the integration of Merrill's investment research and market insights with Bank of America's lending and banking convenience. He is registered to conduct business across 24 jurisdictions including major financial centers, indicating broader geographic capacity. His philosophy emphasizes community involvement and volunteer work, positioning his practice as locally engaged despite the institutional backing.
The advisor provides access to planning tools, market insights through the BullPen publication, and educational resources on tax strategies, retirement planning, and wealth transfer. As a representative of a major financial institution, Ellison operates within established regulatory frameworks (FINRA oversight available via BrokerCheck) and institutional compliance structures. However, his individual profile offers limited transparency regarding specific investment performance, fee structures, or detailed credentials beyond his title.
The practice is best suited for affluent clients seeking integrated banking and investment services, though the website provides minimal information about account minimums, specific investment philosophies, or performance metrics.
This is state-level context for Banks consumers in New York, NY. It does not confirm that Merrill Lynch Financial Advisor Daniel Ellison or this specific location is licensed.
State regulator
New York Department of Financial Services
Consumer protection
Source: CreditDoc state-law summary and listed public regulator resources. Verify licensing directly with the listed state regulator before relying on a provider.
Merrill Lynch Financial Advisor Daniel Ellison offers 11 services including Personalized wealth management strategy development and implementation, Investment management and access to Merrill Lynch investment solutions, Personal banking services through Bank of America integration, Lending solutions and credit products, Retirement and savings account planning and management, and 6 more.
Merrill Lynch Financial Advisor Daniel Ellison has profile signals associated with Affluent clients seeking integrated banking and investment services under one relationship manager, Individuals wanting access to Merrill Lynch's institutional investment research combined with Bank of America's banking products, Clients in multiple states who need multi-jurisdictional financial advisory support, Professionals and executives seeking comprehensive wealth planning including tax, retirement, and estate strategies.
Key strengths: Access to Merrill Lynch's institutional investment research and market insights through the BullPen publication; Integrated banking and investment solutions combining Merrill's investment products with Bank of America's lending and banking services; Licensed and registered across 24 U.S. jurisdictions (AL, CA, CT, DC, FL, GA, KS, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, PR, TN, TX, VA, VT). Areas to consider: Website provides no information about account minimums, fee structures, or compensation model (commission vs. fee-only basis); No specific investment performance data, historical returns, or track record disclosed on the profile.
In the Banks category, comparable providers include Bank of America Financial Center, Bank of America Financial Center, Credit Suisse (Investment Banking). Each company has different strengths, so compare services, pricing, and consumer complaint records before deciding what to do next.
CreditDoc Profile Note
Daniel Ellison is best suited for high-net-worth individuals and professionals seeking integrated wealth management that combines Merrill Lynch's investment capabilities with Bank of America's banking services. The primary caveat is the lack of transparency regarding fees, account minimums, specific credentials, and investment performance—critical information prospective clients should request directly before engaging, as none is disclosed on the public profile.
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