Polus
Ting

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5608913
Investment Advisor
in Arcadia, CA
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About this Advisor

Polus Ting is a financial advisor who works in Arcadia, California, who has 10 years of financial industry experience. Ting is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at National Planning Corporation, Trilogy Financial Services, Chase Investment Services Corp, Merrill Lynch, Pierce, Fenner & Smith Inc, Jpmorgan Securities LLC, Jpmorgan Chase Bank and Bank Of America, N.A. Ting maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business based in Arcadia, California. The firm has offices in 2,958 locations and a total of 40,146 employees. It handles $820 billion in assets between its 2,272,151 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 4,667 charities and foundations. Of its 2,272,151 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, including financial planning services, 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 charged by financial advisors largely are based on which services are provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1234 S Baldwin Ave
Arcadia, CA 91007

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

CA Average: 88
Total Number of Accounts

2,472,247

CA Average: 3,892
Average Account Size

$322,494

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Polus Ting Work History

Polus has 10 years of experience.

2013 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - Present (6 years)

Bank Of America, N.A

2010 - 2013 (3 years)

Jpmorgan Securities LLC

2009 - 2012 (3 years)

Chase Investment Services Corp

2009 - 2010 (1 year)

Jpmorgan Chase Bank

2008 - 2009 (1 year)

National Planning Corporation

2008 - 2009 (1 year)

Trilogy Financial Services

Disclosures

Polus Ting has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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