Suna
Yalaz-Angell

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5208157
Investment Advisor
in San Francisco, CA

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About this Advisor

Suna Yalaz-Angell is a financial advisor based out of San Francisco, California with 6 years of industry experience. Yalaz-Angell is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Credit Suisse Securities (Usa) LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp, San Francisco Associates, First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Parallel Advisors and Bank Of America, Na. Yalaz-Angell maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in total assets between its 2,864,234 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a diverse set of services, including 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 vary depending on which services the firm provides the client. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

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

Office Location

555 California St
San Francisco, CA 94104

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

CA Average: 88
Total Number of Accounts

2,864,234

CA Average: 3,892
Average Account Size

$381,844

CA Average: $1,917,921

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

Suna Yalaz-Angell Work History

Suna has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - Present (7 years)

Bank Of America, Na

2016 - 2017 (1 year)

Parallel Advisors

2014 - 2016 (2 years)

First Republic Securities Company, LLC

2013 - 2014 (1 year)

Ameritas Investment Corp

2013 - 2014 (1 year)

Ameritas Life Insurance Corp

2013 - 2014 (1 year)

San Francisco Associates

2008 - 2013 (5 years)

Credit Suisse Securities (Usa) 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 Suna Yalaz-Angell 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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Ryan Doyle
Jacksonville, FL
Cheryl Blair
Westlake, OH
Jennifer Hong
Newport Beach, CA
Drew Bonner
Towson, MD
Curtis Reynolds
Newport Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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