Kristin
De Boisblanc

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6551458
Investment Advisor
in Gulf Breeze, FL

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About this Advisor

Kristin De Boisblanc is a financial advisor based out of Gulf Breeze, Florida who has 2 years of industry experience. De Boisblanc currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Adams Lasalle Realty, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. De Boisblanc has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in assets under management between its 2,864,234 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a broad set 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Office Location

301 Gulf Breeze Pkwy
Gulf Breeze, FL 32561

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

FL Average: $7,464,549,021
Total Number of Employees

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

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
  • Other

Kristin De Boisblanc Work History

Kristin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - Present (3 years)

Bank Of America, N.A

2017 - 2021 (4 years)

Wells Fargo Clearing Services, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2013 - 2021 (8 years)

Wells Fargo Bank, Na

2009 - 2013 (4 years)

Adams Lasalle Realty

*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.

Disclosures

Please visit the SEC profile of Kristin De Boisblanc to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Alessandro Ugge
Dallas, TX
Nelson Hernandez
Jacksonville, FL
Jason Robinson
Jacksonville, FL
Felix Gutierrez
Austin, TX
Maria Heimer
Columbia, MD
Joseph Plank
Minneapolis, MN
Kristin Maulsby
Chandler, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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