Cynthia
Smith

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2386038
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Cynthia Smith is a financial advisor based in Bonita Springs, Florida, who has 16 years of experience as a financial advisor. Smith is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Smith has worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Smith has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business headquartered in Bonita Springs, Florida. The firm 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 investment advisory firms in the nation by assets under management. The firm provides services to 4,667 charitable organizations. Of its 2,272,151 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number of services, including 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 advisory fee schedules usually vary depending on the financial services provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 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

3451 Bonita Bay Blvd
Bonita Springs, FL 34134

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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

Cynthia Smith Work History

Cynthia has 16 years of experience.

2011 - Present (8 years)

Bank Of America, N.A

2002 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Cynthia Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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