Stephanie
Wei
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Stephanie Wei is a financial advisor operating out of Palo Alto, California with a total of 1 year of relevant experience. Wei currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Wells Fargo Securities, LLC, North Capital Private Securities, Impactassets, Structured Products Consulting Group, Mcg Securities, LLC, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Wei holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a company that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It handles $1 trillion in total assets between its 2,864,234 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a diverse range 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 vary depending on which services are provided. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,864,234
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$381,844
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
- Other
Stephanie Wei Work History
Stephanie has been registered as a financial advisor for 1 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Structured Products Consulting Group
Mcg Securities, LLC
North Capital Private Securities
Impactassets
Wells Fargo Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Wei to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Temecula, CA
Houston, TX
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