Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Vicki Demenno is a financial advisor operating in Mill Valley, California, who has been in the advisory business for 13 years. Demenno is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Morgan Stanley Smith Barney. Demenno maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in Mill Valley, California. It has offices in 3,374 locations and a total of 34,906 financial advisors. It has $1 trillion in total assets among its 2,825,602 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 5,339 charitable organizations. Of its 2,825,602 accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. The company has a wide assortment 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. Fees charged by financial advisors typically vary depending on which service is offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include 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
Vicki Demenno Work History
Vicki has 13 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley Smith Barney
Vicki Demenno has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
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Newport News, VA
New York, NY
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