Taylor
Metcalfe

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1114691
Investment Advisor
in Vero Beach, FL
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About this Advisor

Taylor Metcalfe is a financial advisor located in Vero Beach, Florida. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Metcalfe has a notable 35 years of work experience. Metcalfe holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Metcalfe is registered to act as an advisor based out of Florida, Texas, South Carolina and Ohio. Their career trajectory has included roles at Bank Of America, Na and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Vero Beach, Florida, and operates out of 2,958 other locations in the nation. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 accounts and employs more than 40,146 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have over $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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

35 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

Vero Beach, FL

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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

Taylor Metcalfe Work History

Taylor has 35 years of experience.

2009 - Present (10 years)

Bank Of America,Na

1983 - Present (36 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Taylor Metcalfe has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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