Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Francis Abella is a financial advisor who works in Napa, California with a total of 5 years of industry experience. Abella is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Abella has held roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Abella holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in assets under management between its 2,864,234 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a broad range of services, such as 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 charged by financial advisors typically vary depending on the type of financial services. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Francis Abella Work History
Francis has been registered as a financial advisor for 5 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
*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.
Please visit the SEC profile of Francis Abella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
West Jordan, UT
New York, NY
Chevy Chase, MD
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 firstname.lastname@example.org.
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