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 based in Carmel, California, who has 1 year of financial industry experience. Ganji is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Ganji maintains Series 65, Series 7, and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm operating out of Carmel, California. The firm has offices in 2,958 locations and a total of 40,146 employees. It controls $820 billion in assets across its 2,272,151 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. The business performs a number 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 advisory fee schedules vary depending on which services are provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 63

Years of Experience

1 year

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 1 years of experience.

2018 - Present (2 years)

Bank Of America, N.A

2018 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Brendan Ganji has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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