Gloria
Montesinos

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2762097
Investment Advisor
in Mill Valley, CA

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About this Advisor

Gloria Montesinos is a financial advisor based in Mill Valley, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Gloria has previously held a position at Merrill Lynch, Pierce, Fenner & Smith Inc. Gloria has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Gloria is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Mill Valley, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

2 Belvedere Pl
Mill Valley, CA 94941

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

CA Average: 88
Total Number of Accounts

2,911,578

CA Average: 3,892
Average Account Size

$436,737

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gloria Montesinos Work History

1991 - Present (33 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gloria Montesinos 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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Joseph Toye
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Andy Trinidad
New York, NY
Andrew Vawter
Walnut Creek, CA
Joseph Klemencic
Scottsdale, AZ
Antonio Arlia
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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