Samer
Bordcosh

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5116690
Investment Advisor
in San Diego, CA
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About this Advisor

Samer Bordcosh is a financial advisor operating out of San Diego, California, who has been in the advisory business for 12 years. Bordcosh currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Bordcosh has gained experience at Insphere, Life Quotes, Merrill Lynch, Pierce, Fenner & Smith Inc, Jp Morgan Chase Bank Na, Chase Investment Services Corp, Tax & Financial Group, Minnesota Life Insurance Co, Securian Financial Services and Bank Of America, N.A. Bordcosh maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in San Diego, California. The company has offices in 2,958 locations and a total of 40,146 financial advisors. It manages $820 billion in assets under management across its 2,272,151 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a broad set of services, such as 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 vary depending on the financial services offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

701 B St
San Diego, CA 92101

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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

Samer Bordcosh Work History

Samer has 12 years of experience.

2012 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - Present (7 years)

Bank Of America, N.A

2011 - 2011 (0 years)

Insphere

2011 - 2012 (1 years)

Jp Morgan Chase Bank Na

2011 - 2012 (1 years)

Chase Investment Services Corp

2010 - 2011 (1 years)

Life Quotes

2006 - 2011 (5 years)

Tax & Financial Group

2006 - 2011 (5 years)

Minnesota Life Insurance Co

2006 - 2011 (5 years)

Securian Financial Services

Disclosures

Samer Bordcosh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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