Sharif
Charles
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Sharif Charles is a financial advisor who works in Washington, District Of Columbia, who has been in the financial industry for 10 years. Charles is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America and Bank Of America, N.A. Charles maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in District Of Columbia, New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm that has its headquarters in Washington, District of Columbia. The investment advisory business has offices in 3,374 locations and a total of 34,906 employees. It has $1 trillion in total assets among its 2,825,602 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 5,339 charities and foundations. Of its 2,825,602 accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company has 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. Financial management fees largely depend on which services the firm provides the client. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,283,837,699,073
34,906
2,825,602
$454,359
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Sharif Charles Work History
Sharif has 10 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bank Of America
Disclosures
Sharif Charles has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Chandler, AZ
New Caney, TX
Mckinney, TX
Newport News, VA
Washington, DC
New York, NY
Lufkin, TX
Nashville, TN
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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.