Mark
Wierda

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5089750
Investment Advisor
in Jacksonville, FL

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About this Advisor

Mark Wierda is a financial advisor who works in Jacksonville, Florida with a total of 8 years of industry experience. Wierda works at Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Bank Of America, N.A, Td Ameritrade and Merrill Lynch, Pierce, Fenner & Smith Inc. Wierda maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets between its 2,864,234 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth clients who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a number 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 fee schedules typically vary depending on which service is offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

4800-4804 Deer Lake Dr Me- Merrill Guided Client Mgmt and Participant Servs
Jacksonville, FL 32246

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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

Mark Wierda Work History

Mark has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Bank Of America, N.A

2015 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2015 (2 years)

Td Ameritrade

*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 Mark Wierda 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

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Scottsdale, AZ
Amy Sorge
New York, NY
Gregory Lutfy
Middletown, NY
Anne Schnuriger
Summit, NJ
Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
Jacksonville, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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