Denise
Brandon

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1871614
Investment Advisor
in Washington, DC

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About this Advisor

Denise Brandon is a financial advisor working out of Washington, District Of Columbia with a total of 16 years of industry experience. Brandon is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent all of their time as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Brandon has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in District Of Columbia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in assets across its 2,864,234 customer accounts, placing it among the biggest financial advisory firms in the United States 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 individuals who have at least $1 million in assets available to invest. The business provides 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. Fees for financial management usually vary depending on the financial services provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

16 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

1152 15Th St Nw
Washington, DC 20005

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

DC Average: 88
Total Number of Accounts

2,864,234

DC Average: 3,892
Average Account Size

$381,844

DC 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

Denise Brandon Work History

Denise has been registered as a financial advisor for 16 years.*

1990 - Present (34 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Denise Brandon 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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Paul Michael Reyes
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Roger Glasgow
Chevy Chase, MD
Louise Burke
Washington, DC
Thanh Le
Dallas, TX
Steven Crate
Dallas, TX
Patrick Riley
Sammamish, WA
Thomas Theodore
Lincoln, RI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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