Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Reno Petrini is a financial advisor working out of Mill Valley, California, with 13 years of professional experience. Petrini works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Petrini has Series 63 and Series 65 licenses, which qualify 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 financial advisory business based in Mill Valley, California. It has offices in 3,374 locations and a total of 34,906 financial advisors. It oversees $1 trillion in total assets between its 2,825,602 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 5,339 charitable organizations. Of its 2,825,602 accounts, just 9% are held by high-net-worth individuals who have at least $1 million in assets. The company provides a wide assortment 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. A financial advisor's fees typically are based on which services are provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some combination 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
Reno Petrini Work History
Reno has 13 years of experience.
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Reno Petrini has no 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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