Craig
Gorden

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6430411
Investment Advisor
in Conyers, GA

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About this Advisor

Craig Gorden is a financial advisor who works out of Conyers, Georgia, with 12 years in the industry. Gorden is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at E*Trade Securities LLC, Phoenix Educational Group, Jackson State University, Rosemont Nursing Home, Coco Curls, Mcdonalds, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Gorden maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business headquartered in Conyers, Georgia. It has offices in 3,374 locations and a total of 34,906 financial advisors. It administers $1 trillion in assets under management between its 2,825,602 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 5,339 charitable organizations. Of its 2,825,602 client accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a wide array 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. A financial advisor's fees usually depend on the type of services. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

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

Disclosures

No

Office Location

1540 Hwy 138 Se
Conyers, GA 30013

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,283,837,699,073

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

34,906

GA Average: 88
Total Number of Accounts

2,825,602

GA Average: 3,892
Average Account Size

$454,359

GA Average: $1,917,921

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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

Craig Gorden Work History

Craig has 12 years of experience.

2020 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (2 years)

Bank Of America, N.A

2018 - 2020 (2 years)

Morgan Stanley

2014 - 2018 (4 years)

E*Trade Securities LLC

2014 - 2014 (< 1 year)

Phoenix Educational Group

2014 - 2014 (< 1 year)

Jackson State University

2013 - 2013 (< 1 year)

Rosemont Nursing Home

2013 - 2013 (< 1 year)

Coco Curls

2011 - 2012 (1 year)

Jackson State University

2010 - 2014 (4 years)

Jackson State University

2010 - 2013 (3 years)

Mcdonalds

Disclosures

Craig Gorden has no disclosures.

Please visit their SEC profile for more details.

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Seann Courtney
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Aaron Solomon
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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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.

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