Carleen
Porreca

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4268408
Investment Advisor
in Vero Beach, FL
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About this Advisor

Carleen Porreca is a financial advisor operating in Vero Beach, Florida, with 18 years of professional experience. Porreca is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Porreca has worked at Morgan Stanley, Wachovia Securities, LLC, Wells Fargo Advisors and Merrill Lynch, Pierce, Fenner & Smith Inc. Porreca maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and is approved to advise clients in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company operating in Vero Beach, Florida. It has offices in 2,958 locations and a total of 40,146 financial advisors. It handles $820 billion in assets among its 2,272,151 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 4,667 charitable organizations. Of its 2,272,151 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The company provides a number 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

18 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

660 Beachland Blvd
Vero Beach, FL 32963

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

FL Average: 88
Total Number of Accounts

2,472,247

FL Average: 3,892
Average Account Size

$322,494

FL 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

Carleen Porreca Work History

Carleen has 18 years of experience.

2016 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2015 (2 years)

Morgan Stanley

2009 - 2013 (4 years)

Wells Fargo Advisors

2000 - 2009 (9 years)

Wachovia Securities, LLC

Disclosures

Carleen Porreca has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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