Ronald
Everett

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6340779
Investment Advisor
in Washington, DC

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About this Advisor

Ronald Everett is a financial advisor working out of Washington, District Of Columbia who has 5 years of relevant experience. Everett is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Remotize Inc, University Of Michigan, Extended Travel, High School and Bank Of America, N.A. Everett maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in District Of Columbia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It administers $1 trillion in assets under management between its 2,864,234 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number 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 largely vary depending on the services provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Ronald Everett Work History

Ronald has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - Present (6 years)

Bank Of America, N.A

2016 - 2018 (2 years)

Remotize Inc

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

University Of Michigan

2015 - 2015 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2015 (< 1 year)

University Of Michigan

2014 - 2014 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2017 (4 years)

University Of Michigan

2013 - 2013 (< 1 year)

Extended Travel

2009 - 2013 (4 years)

High School

*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 Ronald Everett 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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William Edgar
New York, NY
Shivani Singh
Stafford, VA
Mark Wierda
Jacksonville, FL
Amy Sorge
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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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