Anny
Chien

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5914740
Investment Advisor
in Arcadia, CA
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About this Advisor

Anny Chien is a financial advisor working out of Arcadia, California, who has been in the financial industry for 11 years. Chien works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Wells Fargo Bank, Ubs Financial Services Inc, Morgan Stanley, Union Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, University Of California, Berkeley and Illume Candles. Chien holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in Arcadia, California. It has offices in 2,958 locations and a total of 40,146 people on staff. It has $820 billion in assets under management across its 2,272,151 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a broad array 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. Financial management fees largely depend 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

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

180 N Santa Anita Ave
Arcadia, CA 91006

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

CA Average: 88
Total Number of Accounts

2,472,247

CA Average: 3,892
Average Account Size

$322,494

CA 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

Anny Chien Work History

Anny has 11 years of experience.

2017 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - Present (2 years)

Bank Of America, N.A

2014 - 2017 (3 years)

Morgan Stanley

2012 - 2013 (1 year)

Union Bank

2011 - 2012 (1 year)

Ubs Financial Services Inc

2010 - 2011 (1 year)

Wells Fargo Bank

2009 - 2010 (1 year)

Illume Candles

2007 - 2009 (2 years)

University Of California, Berkeley

Disclosures

Anny Chien has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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