Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Wilhelmina Lo is a financial advisor based out of Los Angeles, California with 7 years of relevant experience. Lo currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Morgan Stanley, Popular Community Bank/Popular Investments, Morgan Stanley Private Bank, National Association, J.P. Morgan Securities LLC, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Incororated. Lo has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in assets under management between its 2,864,234 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a broad assortment 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 depend on which services are provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Wilhelmina Lo Work History
Wilhelmina has been registered as a financial advisor for 7 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Incororated
Morgan Stanley Private Bank, National Association
J.P. Morgan Securities LLC
Popular Community Bank/Popular Investments
*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.
Please visit the SEC profile of Wilhelmina Lo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New York, NY
Los Angeles, CA
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