Shelly
Simmons
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Shelly Simmons is a financial advisor operating in Jacksonville, Florida. Simmons is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Florida State Capitol, Hive Industries, Avalon LLC, Potbelly'S, Vector Marketing, Florida State University, Ponte Vedra High School, Landrum Middle School and Pop Werner Football. Simmons maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It controls $1 trillion in total assets among its 2,864,234 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% belong to high-net-worth clients who have at least $1 million in assets. The business provides a number of services, such as 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 vary depending on which service is offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Shelly Simmons Work History
Shelly has been registered as a financial advisor for 0 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Florida State Capitol
Hive Industries
Avalon LLC
Potbelly'S
Vector Marketing
Florida State University
Ponte Vedra High School
Pop Werner Football
Landrum Middle School
*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 Shelly Simmons 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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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.
