David
Sarver
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
David Sarver is a financial advisor based in Stamford, Connecticut, working with Merrill Lynch, Pierce, Fenner & Smith Inc. David has previously held positions at Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Lenox Advisors, Total Market Research, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. David has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, David is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Stamford, Connecticut. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Sarver Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Lenox Advisors
Total Market Research
Disclosures
Please visit the SEC profile of David Sarver 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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