Everett
Cramer

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6656647
Investment Advisor
in Atlanta, GA

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About this Advisor

Everett Cramer is a financial advisor operating in Atlanta, Georgia with a total of 7 years of relevant experience. Cramer is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Georgia, Gameday Pub, South Adgers Investments LLC, Equifax and Bank Of America, N.A. Cramer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm headquartered 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 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a number 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

3455 Peachtree Rd Ne
Atlanta, GA 30326

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

GA Average: 88
Total Number of Accounts

2,864,234

GA Average: 3,892
Average Account Size

$381,844

GA 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

Everett Cramer Work History

Everett has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - Present (8 years)

Bank Of America, N.A

2015 - 2015 (< 1 year)

South Adgers Investments LLC

2014 - 2014 (< 1 year)

Equifax

2013 - 2016 (3 years)

Gameday Pub

2012 - 2016 (4 years)

University Of Georgia

*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 Everett Cramer 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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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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