Boriss
Bikosvili
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Boriss Bikosvili is a financial advisor who works out of Mill Valley, California, with a total of 1 year of relevant experience. Bikosvili is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Minnesota Life, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, First Republic Bank, Sgc Financial, E*Trade Securities LLC, E*Trade Capital Management LLC, Td Ameritrade, Jpmorgan Chase Bank, N.A, Jp Morgan Securities, LLC, Ihss, Td Ameritrade Investment Management, LLC, Td Ameritrade, Inc, Harrisdirect LLC, First Republic Investment Management Inc and First Republic Securities Company, LLC. Bikosvili holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business based in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 employees. It manages $1 trillion in assets under management across its 2,864,234 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of services, including 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 charged by financial advisors typically depend on which service is offered. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist 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
Boriss Bikosvili Work History
Boriss has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Ihss
Jpmorgan Chase Bank, N.A
Jp Morgan Securities, LLC
Td Ameritrade Investment Management, LLC
Td Ameritrade, Inc
Td Ameritrade
E*Trade Securities LLC
E*Trade Capital Management LLC
Harrisdirect LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
First Republic Bank
First Republic Investment Management Inc
First Republic Securities Company, LLC
Minnesota Life
Sgc Financial
*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 Boriss Bikosvili 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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