Tabitha
Bond

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5432977
Investment Advisor
in Fairhope, AL

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About this Advisor

Tabitha Bond is a financial advisor operating out of Fairhope, Alabama, who has been in the industry for 12 years. Bond is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Bond has held roles at Rbc Bank, Pen Air Federal Credit Union, Cetera Investment Services LLC, Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Inc. Bond has a Series 66 license, qualifying 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 company that has its headquarters in Fairhope, Alabama. It has offices in 3,270 locations and a total of 36,383 employees. It manages $962 billion in assets across its 2,529,169 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 4,927 charities and foundations. Of its 2,529,169 accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, including 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 advisory services largely are based on which services the firm provides the client. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Tabitha Bond Work History

Tabitha has 12 years of experience.

2017 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2013 - 2017 (4 years)

Wells Fargo Bank, Na

2011 - 2013 (2 years)

Cetera Investment Services LLC

2010 - 2011 (1 year)

Pen Air Federal Credit Union

2008 - 2010 (2 years)

Rbc Bank

Disclosures

Tabitha Bond 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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