Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Merrill Lynch, Pierce, Fenner & Smith Incorporated offers pension consulting services, portfolio management for businesses, selection of other advisers, portfolio management for individuals and/or small businesses, other services, portfolio management for pooled investment vehicles and also performs business activities as insurance broker or agent, bank, broker-dealer.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Commissions

Fixed fees

A percentage of assets under management

Commissions

Fixed fees

Operations

Insurance broker or agent

Bank

Broker-dealer

2,304

Branches

34,906

Employees

25,865

Investment Advisors

34,906

Employees

25,865

Investment Advisors

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Client Types

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97.2%

1,460,204

Account Overview

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