C Anderson, financial advisor Miamisburg OH

C Anderson

CRD Number: 2366571
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

C Anderson (CRD# 2366571) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,na Miamisburg, OH Nov 2010 - Current 13
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg, OH Feb 1993 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for C W. Anderson
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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