Brett
Oslund

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2519747
Investment Advisor
in San Diego, CA
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About this Advisor

Brett Oslund is a financial advisor whose office is in San Diego, California. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Oslund has 14 years of professional experience as a financial advisor. Oslund maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Oslund is able to serve clients based out of California, Texas and Minnesota. Throughout their career, they have worked at Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of San Diego, California, and operates out of 2,958 other brick-and-mortar locations across the nation. In aggregate, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets dispersed across 2,272,151 client accounts and employs more than 40,146 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors 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

Years of Experience

14 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

4365 Executive Dr
San Diego, CA 92121

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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

Brett Oslund Work History

Brett has 14 years of experience.

2011 - Present (8 years)

Bank Of America, N.A

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2004 - 2009 (5 years)

Citigroup Global Markets Inc

Disclosures

Brett Oslund has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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