About this location
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.
Time in Business
No submission
Total Assets Under Management
$1,283,837,699,073
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
Advisors at This Location
Charles Phelps
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Roberto Martinez
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Rosaline Galam
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Keith Virnoche
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Robert Haeusslein
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Scott Levaggi
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Anna Levaggi
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Raymond Lau
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Russell Bordonaro
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Paul Luciano
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Sharon Mok
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Sherman Lee
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Kate Martinez
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Jeffrey Ting
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Thomas Hunt
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Kimberly Dunne
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Deepak Ganju
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Chau Huynh
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Curtis Bunch
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Simon Lui
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Stephanie Wei
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Leo Meneses
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Wen Wu
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James De Martini
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Jason Ting
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Nicole Domergue Brunner
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Vu Ho
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Monica Park
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Kevin Carlson
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Tara Fowler
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Yan Yan Yu
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Justin Singh
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Jennifer Buhl
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Sergio Santilli
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Rajiv Eluthesen
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Brandon Martinez Larragoiti
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Kuan Wang
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Luvien Tran
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Tushar Zalpuri
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Cary Koh
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Michael Ting
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Kin Chin
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Emily Tran
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Dane Tinley
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Stephanie Hsu
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Ellen Sheldon
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Lata Malla
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Matthew Murrer
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Ramin Sohrabi
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Jenny Lee
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