Denise
Reeve

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5935451
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Denise Reeve is a financial advisor operating out of Bonita Springs, Florida, with a total of 21 years of work experience. Reeve currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Lilly U.S.A., LLC, Wells Fargo Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Extended Travel, Estate And Pension Advisory Board and Bank Of America, N.A. Reeve holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm that has its headquarters in Bonita Springs, Florida. The firm has offices in 2,958 locations and a total of 40,146 people on staff. It oversees $820 billion in total assets between its 2,272,151 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a diverse array 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 fees typically depend on which services are provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

21 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

Yes

Office Location

24550 S Tamiami Trl
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

Denise Reeve Work History

Denise has 21 years of experience.

2015 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - Present (4 years)

Bank Of America, N.A

2013 - 2013 (< 1 year)

Extended Travel

2013 - 2015 (2 years)

Estate And Pension Advisory Board

2011 - 2013 (2 years)

Wells Fargo Advisors LLC

1997 - 2010 (13 years)

Lilly U.S.A., LLC

Disclosures

Denise Reeve has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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