Kristin
De Boisblanc
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Kristin De Boisblanc is a financial advisor based in Gulf Breeze, Florida, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Kristin has previously held positions at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Kristin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Kristin is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Gulf Breeze, Florida. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kristin De Boisblanc Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
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.
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