Stephanie
Springer

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6250868
Investment Advisor
in Vero Beach, FL

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About this Advisor

Stephanie Springer is a financial advisor located in Vero Beach, Florida. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Springer has nine years of experience in the financial advisory industry. Springer has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Springer is registered to work with customers based out of Florida and Texas. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Walb-Tv (Nbc & Abc), Ami Entertainment Network, Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Vero Beach, Florida, and has 2,958 offices in the nation. In total, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 client accounts and employs more than 40,146 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

9 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

No

Office Location

660 Beachland Blvd
Vero Beach, FL 32963

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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

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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

Stephanie Springer Work History

Stephanie has 9 years of experience.

2016 - Present (4 years)

Bank Of America, N.A

2013 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2013 (4 years)

Walb-Tv (Nbc & Abc)

2009 - 2009 (< 1 year)

Ami Entertainment Network, Inc

Disclosures

Stephanie Springer has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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