Natalia
Avila

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6761906
Investment Advisor
in Valencia, CA

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About this Advisor

Natalia Avila is a financial advisor working in Valencia, California who has 6 years of industry experience. Avila currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, American Homes 4 Rent, California National Guard, University Of California, Los Angeles Pierce College and Bank Of America, N.A. Avila maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business 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 oversees $1 trillion in assets among its 2,864,234 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm 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. Financial advisory fees depend on which service is provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Office Location

24200 Magic Mountain Pkwy
Valencia, CA 91355

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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

Natalia Avila Work History

Natalia has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - Present (7 years)

Bank Of America, N.A

2015 - 2017 (2 years)

American Homes 4 Rent

2013 - 2015 (2 years)

University Of California

2011 - 2014 (3 years)

California National Guard

2011 - 2013 (2 years)

Los Angeles Pierce College

*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 Natalia Avila 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

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Towson, MD
Eric Scuderi
Jersey City, NJ
Dufresne Nicolas
Hartford, CT
Tifany Gilmore
Atlanta, GA
Ryan Doyle
Jacksonville, FL
Charles Franckowiak
Westmont, IL
Jennifer Madsen
Saint George, UT

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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