Charles
Layton
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Charles Layton is a financial advisor based in Ponte Vedra Beach, Florida who has 40 years of industry experience. Layton is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Layton holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in assets among its 2,864,234 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets. The company offers a wide assortment of services, such as 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 advisory fees depend on the type of services. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
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2,864,234
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$381,844
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
Charles Layton Work History
Charles has been registered as a financial advisor for 40 years.*
Bank Of America, N.A
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 Charles Layton 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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