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Firm Information

Merrill Lynch, Pierce, Fenner & Smith Inc., established in 1958, is a corporation headquartered in NEW YORK, NY. They offer a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. They are registered with the SEC and in all 50 states, with over 26,000 investment advisor representatives and registered representatives. Their services target high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. They manage assets exceeding $1 trillion, demonstrating their extensive experience in the financial industry.

Merrill Lynch, Pierce, Fenner & Smith Inc.

ONE BRYANT PARK

NEW YORK, NY 10036

$1.27T

Assets Under Management

16,965

Total Clients

25,158

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (49)

MERRILL LYNCH, PIERCE, FENNER & SMITH INC. has a total of 49 branch locations across the country.

Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc.

View All 25158 Advisors

BEAUFORT, SC

NEW YORK, NY

TULSA, OK

DALLAS, TX

FRIENDSWOOD, TX

FRONTENAC, MO

LINCOLN, RI

Gideon Daniel Steigelmann

ROLLING MEADOWS, IL

View Profile

View All 25158 Advisors

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Disclosures

There is public disclosure for Merrill Lynch, Pierce, Fenner & Smith Inc.. Review regulatory record here.

Frequently Asked Questions (13)

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Merrill Lynch, Pierce, Fenner & Smith Inc.

Headquartered in NEW YORK, NY

When are you planning to retire?

Are you with Merrill Lynch, Pierce, Fenner & Smith Inc.?

Are you a financial advisor?

Firm Information

Merrill Lynch, Pierce, Fenner & Smith Inc.

$1.27T

Assets Under Management

16,965

Total Clients

Total Financial Advisors

Services Offered

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (49)

Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (13)

Helpful Articles

When are you planning to retire?

Are you with Merrill Lynch, Pierce, Fenner & Smith Inc.?

Are you a financial advisor?

Helpful Articles

Merrill Lynch, Pierce, Fenner & Smith Inc.

Headquartered in NEW YORK, NY

When are you planning to retire?

Are you with Merrill Lynch, Pierce, Fenner & Smith Inc.?

Are you a financial advisor?

Firm Information

Merrill Lynch, Pierce, Fenner & Smith Inc.

$1.27T

Assets Under Management

16,965

Total Clients

Total Financial Advisors

Services Offered

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (49)

Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (13)

What is the name of this firm?

What is the firm's type?

When was the firm formed?

Where is the firm's main office located?

What is the firm's website address?

How many licensed agents does the firm employ?

How many investment adviser representatives does the firm employ?

What is the approximate amount of assets the firm manages?

What types of advisory services does the firm offer?

What types of clients does the firm serve?

Does the firm participate in wrap fee programs?

What is the firm's SEC number?

In which states is the firm registered?

Helpful Articles

When are you planning to retire?

Are you with Merrill Lynch, Pierce, Fenner & Smith Inc.?

Are you a financial advisor?

Helpful Articles