Irvin
Pressman

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#367443
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Irvin Pressman is a financial advisor who works in Bonita Springs, Florida, with a total of 43 years in the industry. Pressman is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Pressman has held roles at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Pressman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Texas and Tennessee. Merrill Lynch, Pierce, Fenner & Smith Inc is a business that has its headquarters in Bonita Springs, Florida. The firm has offices in 2,958 locations and a total of 40,146 financial advisors. It oversees $820 billion in total assets among its 2,272,151 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 4,667 charitable organizations. Of its 2,272,151 accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets. The business has a diverse range 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. Fees for financial management typically are based on the type of financial services offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

43 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

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

Irvin Pressman Work History

Irvin has 43 years of experience.

2011 - Present (8 years)

Bank Of America, N.A

1975 - Present (44 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Irvin Pressman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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