Deborah
Drayton

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1157580
Investment Advisor
in Orlando, FL
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About this Advisor

Deborah Drayton is an advisor based in Orlando, Florida. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Drayton has 17 years of work experience in the financial advisory industry. Drayton has Series 63 and Series 66 licenses, designating the advisor as a securities broker. Drayton can advise customers in Florida and Texas. Drayton has worked their whole career at Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Orlando, Florida, and operates out of 2,958 offices in the country. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 client accounts and employs more than 40,146 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

17 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

300 S Orange Ave
Orlando, FL 32801

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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

Deborah Drayton Work History

Deborah has 17 years of experience.

2001 - Present (18 years)

Merrill Lynch

Disclosures

Deborah Drayton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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