Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD# 7691) is a financial advisory firm headquartered in New York, NY. They manage $1,271,593,679,276 in 2,911,578 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management1,271,594MILLION
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Jon Adams (CRD# 1255111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 39 years of experience in the finance industry.
Jonathan Adams (CRD# 5073773) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has over 17 years of experience in the finance industry.
Jonathan Adams (CRD# 6271613) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsburgh, PA and has over 8 years of experience in the finance industry.
Lawrence Adams (CRD# 1442341) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Biloxi, MS and has over 38 years of experience in the finance industry.
Mariam Adams (CRD# 6433787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 9 years of experience in the finance industry.
Natalie Adams (CRD# 6302760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 9 years of experience in the finance industry.
Richard Adams (CRD# 4926687) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 18 years of experience in the finance industry.
Shayna Adams (CRD# 5998807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 10 years of experience in the finance industry.
Shelley Adams (CRD# 2610306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 28 years of experience in the finance industry.
Theresa Adams (CRD# 6328702) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 9 years of experience in the finance industry.