Lawrence
Crouse

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#840901
Investment Advisor
in Bonita Springs, FL
Are you Lawrence Crouse? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lawrence Crouse is a financial advisor operating in Bonita Springs, Florida, who has been in the advisory business for 10 years. Crouse is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Crouse has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Crouse has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company operating 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 assets under management between its 2,272,151 client accounts, making it one of the largest financial advisory firms in the country 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 clients who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number 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 largely are based on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Lawrence Crouse Work History

Lawrence has 10 years of experience.

2012 - Present (7 years)

Bank Of America, N.A

2008 - Present (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Lawrence Crouse has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started