Joseph
Hunt

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5036197
Investment Advisor
in Alpharetta, GA

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About this Advisor

Joseph Hunt is a financial advisor working in Alpharetta, Georgia with a total of 6 years of relevant experience. Hunt is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Hunt has gained experience at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Hunt maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business operating out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 advisors. It manages $1 trillion in assets across its 2,864,234 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a broad assortment 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 usually depend on the services. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

10000 Avalon Blvd
Alpharetta, GA 30009

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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

Joseph Hunt Work History

Joseph has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - Present (7 years)

Bank Of America, N.A

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

*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 Joseph Hunt 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

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Scottsdale, AZ
Richard Buckley
Franklin, MA
Amy Sorge
New York, NY
Louise Burke
Washington, DC
Suzana Markasevic
New York, NY
Daniel Montesinos
West Jordan, UT
Patrick Riley
Sammamish, WA
Thomas Theodore
Lincoln, RI

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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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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