Mark
Demenno

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#732451
Investment Advisor
in Mill Valley, CA

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About this Advisor

Mark Demenno is a financial advisor working out of Mill Valley, California, with a total of 13 years of professional experience. Demenno works at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Demenno has a Series 63 license, qualifying them as a securities broker, and is able to advise clients in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm operating in Mill Valley, California. The firm has offices in 3,374 locations and a total of 34,906 people on staff. It administers $1 trillion in assets under management between its 2,825,602 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 5,339 charities and foundations. Of its 2,825,602 client accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a diverse array 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. Financial advisory fees typically vary depending on which services are provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

13 years

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

Disclosures

No

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

$1,283,837,699,073

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

34,906

CA Average: 88
Total Number of Accounts

2,825,602

CA Average: 3,892
Average Account Size

$454,359

CA Average: $1,917,921

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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

Mark Demenno Work History

Mark has 13 years of experience.

2012 - Present (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - Present (11 years)

Bank Of America, N.A

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

Disclosures

Mark Demenno has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Robert Thomas
Mckinney, TX
Lisa Adamonis Pile
Newport News, VA
Sharif Charles
Washington, DC
Seann Courtney
New York, NY
Wayne Ramsey
Lufkin, TX
Aaron Solomon
Nashville, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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