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 in Carmel, California. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Ganji has 12 years of work experience. Ganji holds Series 63, Series 65 and Series 63 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Ganji is registered to work with investors based out of California and Texas. Throughout their career, Ganji has worked 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. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Carmel, California, and operates out of 3,270 additional brick-and-mortar locations across the nation. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets throughout 2,529,169 accounts and retains more than 36,383 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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. The firm's fees may include 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

$962,052,205,321

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

36,383

CA Average: 88
Total Number of Accounts

2,529,169

CA Average: 3,892
Average Account Size

$380,383

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.

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

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Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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