Stephanie
Wells

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6975163
Investment Advisor
in Fairhope, AL

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About this Advisor

Stephanie Wells is a financial advisor operating in Fairhope, Alabama, with a total of 11 years of experience as a financial advisor. Wells works at Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Regions Bank, Bbva Compass and Bank Of America, N.A. Wells maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Alabama and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business based in Fairhope, Alabama. It has offices in 3,270 locations and a total of 36,383 people on staff. It has $962 billion in assets under management across its 2,529,169 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 4,927 charitable organizations. Of its 2,529,169 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets. The firm performs 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 for financial management depend on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Stephanie Wells Work History

Stephanie has 11 years of experience.

2018 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - Present (3 years)

Bank Of America, N.A

2015 - 2018 (3 years)

Regions Bank

2009 - 2015 (6 years)

Bbva Compass

Disclosures

Stephanie Wells has no disclosures.

Please visit their SEC profile for more details.

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

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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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