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 based out of Vero Beach, Florida, with 10 years of financial industry experience. Springer is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Springer has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Walb-Tv (Nbc & Abc) and Bank Of America, N.A. Springer has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based out of Vero Beach, Florida. The investment advisory business has offices in 3,132 locations and a total of 41,217 people on staff. It controls $797 billion in assets across its 2,472,247 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 4,898 charities and foundations. Of its 2,472,247 accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets. The company offers a broad assortment 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 advice typically are based on the financial services offered. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some 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

$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 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.

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Chandler, AZ
Katrina Stump
Portland, OR
Mark Seitzer
Hot Springs National Park, AR
Terence Zagara
Chandler, AZ
Sheldon Stephen
Everett, WA
Robert Dunn
Pennington, NJ
Antonella Barrero
Cincinnati, OH
Ali Abbas
Lake Worth, FL

This content was compiled from the SEC and FINRA.

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