Malonn
Barnes
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Malonn Barnes is a financial advisor based out of Sacramento, California who has 6 years of relevant experience. Barnes is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Barnes has gained experience at Royal Alliance, Whjr Associates, Motif Investing, Merrill Lynch, Pierce, Fenner & Smith Inc, Newport Group and Bank Of America, N.A. Barnes holds Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory 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 manages $1 trillion in total assets among its 2,864,234 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number 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 for financial advice typically are based on the type of financial services offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include 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
Malonn Barnes Work History
Malonn has been registered as a financial advisor for 6 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Newport Group
Motif Investing
Royal Alliance
Whjr Associates
*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 Malonn Barnes 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
Chicago, IL
Napa, CA
West Jordan, UT
New York, NY
Oak Brook, IL
Sammamish, WA
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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