Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Paul Stenard is a financial advisor based in Mill Valley, California, who has been in the financial industry for 13 years. Stenard is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Stenard has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Stenard holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a business based out of Mill Valley, California. The investment advisory business has offices in 3,374 locations and a total of 34,906 financial advisors. It controls $1 trillion in total assets among its 2,825,602 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 5,339 charities and foundations. Of its 2,825,602 accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company performs 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 management fees typically depend on which services the firm provides the client. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Paul Stenard Work History
Paul has 13 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Paul Stenard has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New Caney, TX
Newport News, VA
New York, NY
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 email@example.com.
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