Justin
Pierce
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Justin Pierce is a financial advisor working out of New York, New York who has 1 year of industry experience. Pierce currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Charles Schwab & Co., Inc, Bellamys Restaurant, Towne Park, Simpson Strong-Tie, University Of Arizona, Charles Schwab Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Appen Butler Hill and Bank Of America, N.A. Pierce maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in total assets among its 2,864,234 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a broad assortment 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 usually are based on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Justin Pierce Work History
Justin has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Charles Schwab Bank
Charles Schwab & Co., Inc
Simpson Strong-Tie
Appen Butler Hill
Towne Park
Bellamys Restaurant
University Of Arizona
*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 Justin Pierce 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
Scottsdale, AZ
Bloomfield Hills, MI
Bridgewater, NJ
Farmington, MI
Scottsdale, AZ
Mill Valley, CA
Delray Beach, FL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
