Patrick
Bransford

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2960022
Investment Advisor
in Washington, DC
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About this Advisor

Patrick Bransford is a certified financial planner working out of Washington, D.C., with 12 years of experience as a financial advisor. Bransford works at Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Bransford has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Washington, D.c. and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company that has its headquarters in Washington, D.C. The firm has offices in 2,958 locations and a total of 40,146 financial advisors. It manages $820 billion in assets under management across its 2,272,151 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs a broad set of services, such as financial planning services, 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. Financial management fees largely depend on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

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

$797,284,337,467

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

41,217

DC Average: 88
Total Number of Accounts

2,472,247

DC Average: 3,892
Average Account Size

$322,494

DC Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Patrick Bransford Work History

Patrick has 12 years of experience.

2011 - Present (8 years)

Bank Of America,Na

2010 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2010 (1 year)

Morgan Stanley Smith Barney

2006 - 2009 (3 years)

Citigroup Global Markets Inc

Disclosures

Patrick Bransford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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