Derrick
Martin
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Derrick Martin is a financial advisor based out of Severna Park, Maryland with a total of 1 year of relevant experience. Martin is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at E*Trade Securities LLC, Boys And Girls Club Of America, Edward Jones, Hybrid Tax And Finance Solutions, Footlocker, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Suntrust, State Farm, Wells Fargo Bank, Na and Wells Fargo Clearing Services, LLC. Martin holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Maryland and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It administers $1 trillion in assets under management across its 2,864,234 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a wide set of services, such as 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 usually vary depending on which services are offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist 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
$1,093,689,238,206
36,687
2,864,234
$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
Derrick Martin Work History
Derrick has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Edward Jones
Footlocker
Suntrust
State Farm
E*Trade Securities LLC
Hybrid Tax And Finance Solutions
Boys And Girls Club Of America
*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 Derrick Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
