Tomo
Tomovski

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6461955
Investment Advisor
in North Port, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Tomo Tomovski is a financial advisor based out of North Port, Florida. Tomovski is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Pruco Securities, LLC, Innovo Broker Ad Skopje, Merrill Lynch, Pierce, Fenner & Smith Inc, Walgreens Inc and Bank Of America. Tomovski maintains a Series 66 license, designating 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 company that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in total assets among its 2,864,234 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% belong to high-net-worth investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs 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 largely vary depending on which service is provided. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Office Location

14299 Tamiami Trl
North Port, FL 34287

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

$1,093,689,238,206

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

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

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

Tomo Tomovski Work History

Tomo has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America

2015 - 2015 (< 1 year)

Pruco Securities, LLC

2015 - 2019 (4 years)

Walgreens Inc

2007 - 2015 (8 years)

Innovo Broker Ad Skopje

*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 Tomo Tomovski 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

Katelyn Gallagher
Scottsdale, AZ
Kristin Maulsby
Chandler, AZ
Alexander Galasso
New York, NY
Adam Runyan
Oak Brook, IL
Curtis Reynolds
Newport Beach, CA
Ryan Doyle
Jacksonville, FL
Jennifer Hong
Newport Beach, CA
Ashmi Dave
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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