Melanie
Harris

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1285736
Investment Advisor
in Fairhope, AL

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About this Advisor

Melanie Harris is a financial advisor based in Fairhope, Alabama, who has been in the industry for 25 years. Harris works at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Harris maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Alabama and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business based in Fairhope, Alabama. The company has offices in 3,270 locations and a total of 36,383 financial advisors. It administers $962 billion in assets under management across its 2,529,169 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 4,927 charities and foundations. Of its 2,529,169 client accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

601 N Section St
Fairhope, AL 36532

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

AL Average: $7,464,549,021
Total Number of Employees

36,383

AL Average: 88
Total Number of Accounts

2,529,169

AL Average: 3,892
Average Account Size

$380,383

AL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Melanie Harris Work History

Melanie has 25 years of experience.

2011 - Present (10 years)

Bank Of America, N.A

1995 - Present (26 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Melanie Harris has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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