Brendan
Ganji

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6915843
Investment Advisor
in Carmel, CA

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About this Advisor

Brendan Ganji is a financial advisor working out of Carmel, California, with 11 years of work experience. Ganji works at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Starbucks, Fresno State Auxlliary Corp, Bulldog Fanzone, Csu Fresno, Carmel Valley Market, Neilsen Bros Market, Oakdale High School, Tutor and Bank Of America, N.A. Ganji has Series 63, Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company headquartered in Carmel, California. The firm has offices in 3,132 locations and a total of 41,217 advisors. It controls $797 billion in total assets among its 2,472,247 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 4,898 charitable organizations. Of its 2,472,247 accounts, just 5% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a wide range 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. A financial advisor's fees largely are based on the financial services. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 63

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

3775 Via Nona Marie
Carmel, CA 93922

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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

Brendan Ganji Work History

Brendan has 12 years of experience.

2018 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - Present (2 years)

Bank Of America, N.A

2017 - 2018 (1 year)

Starbucks

2016 - 2017 (1 year)

Fresno State Auxlliary Corp

2015 - 2015 (< 1 year)

Bulldog Fanzone

2014 - 2014 (< 1 year)

Neilsen Bros Market

2014 - 2016 (2 years)

Tutor

2013 - 2013 (< 1 year)

Carmel Valley Market

2012 - 2017 (5 years)

Csu Fresno

2008 - 2012 (4 years)

Oakdale High School

Disclosures

Brendan Ganji has no disclosures.

Please visit their SEC profile for more details.

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Katrina Stump
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Mark Seitzer
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Terence Zagara
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Sheldon Stephen
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Robert Dunn
Pennington, NJ
Antonella Barrero
Cincinnati, OH
Ali Abbas
Lake Worth, FL

This content was compiled from the SEC and FINRA.

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