Trevor
Buggs
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Trevor Buggs is a financial advisor operating in Chandler, Arizona with a total of 1 year of relevant experience. Buggs works at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Buggs has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Greene Finney Llp, North Greenville University, Rockland Immunochemicals, Aramark, Pennsylvania State University, Valley Forge Military Academy, Fortis Riders, Kelly Services, Lmt Real Estate, Sodexo and Bank Of America, N.A. Buggs has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm based in New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It controls $1 trillion in assets under management among its 2,864,234 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth investors who have more than $1 million in investable assets. The business provides a number of services, such as 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 the financial services offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory 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
Trevor Buggs Work History
Trevor has been registered as a financial advisor for 1 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Greene Finney Llp
Fortis Riders
North Greenville University
Kelly Services
North Greenville University
Aramark
Rockland Immunochemicals
Lmt Real Estate
Pennsylvania State University
Sodexo
Valley Forge Military Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Trevor Buggs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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.
