Craig
Buchholz

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6850805
Investment Advisor
in Dallas, TX

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About this Advisor

Craig Buchholz is a financial advisor based in Dallas, Texas who has 3 years of industry experience. Buchholz is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Buchholz has worked at Northwestern Mutual Life Insurance Company, Sharpen The Edge Outbound Adventures, United States Army - National Guard, Contra Costa Country Club, Golfsmith International, Northwestern Mutual Investment Services LLC, Personal Golf Coach, Vector Marketing, Aerotech Marketing, J.P. Morgan Securites, LLC, Jpmorgan Chase Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, University Of California, Los Angeles, Diablo Valley College and Bank Of America, N.A. Buchholz maintains a Series 66 license, qualifying 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 an advisory company based in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in assets under management across its 2,864,234 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc 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 for financial management largely depend on which services are offered. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Office Location

2500 N Haskell Ave
Dallas, TX 75204

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

TX Average: 88
Total Number of Accounts

2,864,234

TX Average: 3,892
Average Account Size

$381,844

TX Average: $1,917,921

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

Craig Buchholz Work History

Craig has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (4 years)

Bank Of America, N.A

2019 - 2020 (1 year)

J.P. Morgan Securites, LLC

2019 - 2020 (1 year)

Jpmorgan Chase Bank, N.A

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2018 - 2019 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2016 - 2018 (2 years)

University Of California, Los Angeles

2015 - 2016 (1 year)

Contra Costa Country Club

2015 - 2015 (< 1 year)

Aerotech Marketing

2014 - 2015 (1 year)

Golfsmith International

2013 - 2016 (3 years)

United States Army - National Guard

2013 - 2013 (< 1 year)

Vector Marketing

2012 - 2015 (3 years)

Diablo Valley College

2009 - 2015 (6 years)

Personal Golf Coach

2008 - 2017 (9 years)

Sharpen The Edge Outbound Adventures

*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 Craig Buchholz 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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Gregory Lutfy
Middletown, NY
Anne Schnuriger
Summit, NJ
Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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