Thomas
Corcoran
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Thomas Corcoran is a financial advisor who works out of Delray Beach, Florida with a total of 1 year of industry experience. Corcoran is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, Enterprise Holdings, Go Fetch Of Delray LLC, Seagate Beach Club, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Corcoran has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 employees. It handles $1 trillion in total assets between its 2,864,234 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, including 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. Financial management fee schedules vary depending on which service is provided. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,864,234
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$381,844
Investment Advisory 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
Thomas Corcoran Work History
Thomas has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Fidelity Brokerage Services LLC
Enterprise Holdings
Go Fetch Of Delray LLC
Seagate Beach Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Corcoran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
New York, NY
Middletown, NY
Summit, NJ
Temecula, CA
Houston, TX
Los Angeles, CA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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