Jillian
Pfeil

Bofa Securities, Inc

CRD#6671141
Investment Advisor
in New York, NY

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About this Advisor

Jillian Pfeil is a financial advisor operating out of New York, New York with 4 years of relevant experience. Pfeil is on the advisory team at Bofa Securities, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, The Magnon Companies, University Of California, Concordia, Bank Of America, N.A and Bofa Securities, Inc. Pfeil holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Bofa Securities, Inc is a company that has its headquarters in New York, NY. The investment advisory business has offices in four locations and a total of 348 employees. Bofa Securities, Inc offers a few services, such as publication of newsletters and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Bofa Securities, Inc typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Publication of periodicals or newsletters, Other

Fee Structure

Others

Office Location

One Bryant Park
New York, NY 10036

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Bofa Securities, Inc Brokerage Details

Total Number of Employees

348

NY Average: 88

Investment Advisory Services

  • Publication of periodicals or newsletters
  • Other

Jillian Pfeil Work History

Jillian has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bofa Securities, Inc

2017 - Present (7 years)

Bank Of America, N.A

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Morgan Stanley

2015 - 2016 (1 year)

The Magnon Companies

2015 - 2017 (2 years)

Concordia

2014 - 2015 (1 year)

University Of California

2011 - 2015 (4 years)

University Of California

*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 Jillian Pfeil 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 Bofa Securities, Inc

Kurt Fuess
New York, NY
Andrew Stanley
Bakersfield, CA
Jillian Pfeil
New York, NY
Jon Conner
San Francisco, CA
Jennifer Patel
Newport Beach, CA
Lucas Dantuono
Boston, MA
Alex Beck
Los Angeles, CA
Carlin Walker
San Francisco, CA

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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