Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Riley Gabriel-Lee is a financial advisor working out of Mill Valley, California, who has been in the financial industry for 15 years. Gabriel-Lee is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, M&M Appliance, Deckers Brands, Northern Arizona University Bookstore, Efollett, Northern Arizona University and Bank Of America, N.A. Gabriel-Lee has a Series 66 license, which qualifies 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 an advisory business that has its headquarters in Mill Valley, California. The company has offices in 3,374 locations and a total of 34,906 financial advisors. It manages $1 trillion in assets under management between its 2,825,602 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 5,339 charities and foundations. Of its 2,825,602 customer accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets. The business 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. Fees charged by financial advisors usually depend on the type of services offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include 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
Riley Gabriel-Lee Work History
Riley has 15 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northern Arizona University Bookstore
Northern Arizona University
Riley Gabriel-Lee 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
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