Susan
Imel

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4959458
Investment Advisor
in Orlando, FL
Are you Susan Imel? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Susan Imel is a financial advisor based out of Orlando, Florida, with 11 years of experience as a financial advisor. Imel is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Imel has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies and Merrill Lynch, Pierce, Fenner & Smith Inc. Imel has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Texas and North Carolina. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company that has its headquarters in Orlando, Florida. It has offices in 2,958 locations and a total of 40,146 people on staff. It oversees $820 billion in assets under management among its 2,272,151 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company performs a broad assortment 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. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include 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

300 S Orange Ave
Orlando, FL 32801

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

FL Average: 88
Total Number of Accounts

2,272,151

FL Average: 3,892
Average Account Size

$360,815

FL Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Susan Imel Work History

Susan has 11 years of experience.

2008 - Present (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2009 (2 years)

Waddell & Reed, Inc

2007 - 2009 (2 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

Susan Imel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started