Kris
Joslyn
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Kris Joslyn is a financial advisor working in Atlanta, Georgia with a total of 10 years of industry experience. Joslyn is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Joslyn maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in assets between its 2,864,234 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm performs 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. Fees charged by financial advisors depend on the financial services offered. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any blend 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,864,234
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$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
Kris Joslyn Work History
Kris has been registered as a financial advisor for 10 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Kris Joslyn 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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