Itamar
Erster

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6850889
Investment Advisor
in San Diego, CA

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About this Advisor

Itamar Erster is a financial advisor based in San Diego, California with 1 year of relevant experience. Erster currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Michael'S Sourdough Sandwiches, Sports Plus Day Camp, Pennymac Loan Services, Cal-Tax Masters, Calabasas High School, Axa Advisors, LLC, Axa Advisors, Jpmorgan Chase Bank, N.A, Jp Morgan Securities LLC, Sonoma State University, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Erster has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm headquartered in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 financial advisors. It has $1 trillion in assets under management among its 2,864,234 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a diverse set 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. A financial advisor's fees largely are based on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

12830 El Camino Real
San Diego, CA 92130

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

CA Average: 88
Total Number of Accounts

2,864,234

CA Average: 3,892
Average Account Size

$381,844

CA 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

Itamar Erster Work History

Itamar has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America, N.A

2019 - 2022 (3 years)

Jpmorgan Chase Bank, N.A

2019 - 2022 (3 years)

Jp Morgan Securities LLC

2018 - 2019 (1 year)

Axa Advisors

2017 - 2019 (2 years)

Axa Advisors, LLC

2016 - 2016 (< 1 year)

Michael'S Sourdough Sandwiches

2016 - 2016 (< 1 year)

Pennymac Loan Services

2015 - 2015 (< 1 year)

Cal-Tax Masters

2014 - 2014 (< 1 year)

Sports Plus Day Camp

2013 - 2017 (4 years)

Sonoma State University

2009 - 2013 (4 years)

Calabasas High School

*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 Itamar Erster 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

Katelyn Gallagher
Scottsdale, AZ
Sean Kienzle
Chicago, IL
Suzana Markasevic
New York, NY
Patrick Riley
Sammamish, WA
Mark Wierda
Jacksonville, FL
Richard Buckley
Franklin, MA
Francis Abella
Napa, CA
Roger Glasgow
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 profile-compliance@smartasset.com.

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