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 who works out of Vero Beach, Florida, who has been in the financial industry for 11 years. Springer is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Springer has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Walb-Tv (Nbc & Abc) and Bank Of America, N.A. Springer has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in Vero Beach, Florida. The firm has offices in 3,270 locations and a total of 36,383 financial advisors. It manages $962 billion in total assets between its 2,529,169 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 4,927 charitable organizations. Of its 2,529,169 customer accounts, just 7% are associated with high-net-worth investors who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number of services, such as 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 charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

$962,052,205,321

FL Average: $7,464,549,021
Total Number of Employees

36,383

FL Average: 88
Total Number of Accounts

2,529,169

FL Average: 3,892
Average Account Size

$380,383

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 11 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)

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
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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