Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Denise Santoni is a financial advisor operating out of Pompano Beach, Florida who has 10 years of industry experience. Santoni works at Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent their whole employment at Merrill Lynch, Pierce, Fenner & Smith Inc. Santoni maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Connecticut, Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 advisors. It manages $1 trillion in assets under management between its 2,864,234 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a diverse range of services, including 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 largely vary depending on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Denise Santoni Work History
Denise has been registered as a financial advisor for 10 years.*
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.
Please visit the SEC profile of Denise Santoni 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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