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
Joseph Lundy
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Kent Habecker
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Lois Bachman
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Catherine Beitzel
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Troy Shreckengast
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Fiona Grant Boltz
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Dana Herr
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Douglas Herr
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Nicholas Downey
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William Greiner
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Sara Blevins
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Scott Harris
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Ryan Lundy
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Rebecca Hansen
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Ian Montgomery
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Michelle Romo
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James Spanos
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Evan King
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