Semir
Andelija

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7513128
Investment Advisor
in Chandler, AZ

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About this Advisor

Semir Andelija is a financial advisor based in Chandler, Arizona, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Semir has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Intercontinental Capital Group, Inc, On Q Financial, Inc, Loandepot.Com, LLC, J.G. Wentworth Home Lending, LLC, Paramount Equity Mortgage, LLC, Autonation, Camelback Ford, and Career Connect Live. Semir has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Semir is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Chandler, Arizona. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

2555-2595 W Chandler Blvd Me - Consumer Investments Client Services
Chandler, AZ 85224

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

AZ Average: 88
Total Number of Accounts

2,911,578

AZ Average: 3,892
Average Account Size

$436,737

AZ Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Semir Andelija Work History

2022 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

Intercontinental Capital Group, Inc

2021 - 2021 (< 1 year)

On Q Financial, Inc

2019 - 2019 (< 1 year)

Loandepot.Com, LLC

2018 - 2018 (< 1 year)

J.G. Wentworth Home Lending, LLC

2017 - 2018 (1 year)

Paramount Equity Mortgage, LLC

2016 - 2017 (1 year)

Loandepot.Com, LLC

2016 - 2016 (< 1 year)

Autonation

2015 - 2016 (1 year)

Camelback Ford

2015 - 2015 (< 1 year)

Autonation

2014 - 2015 (1 year)

Career Connect Live

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Disclosures

Please visit the SEC profile of Semir Andelija to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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

Katelyn Gallagher
Scottsdale, AZ
Richard Flores
San Rafael, CA
Armando Flores
Dallas, TX
Callum Krach
Baltimore, MD
Jack Cambon
Redding, CA
Jonathan Yocum
Saint Paul, MN
Kounian Ding
Bethesda, MD
Joshua Leu
Pasadena, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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