Michael
Massi
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Michael Massi is a financial advisor operating in Atlanta, Georgia who has 7 years of relevant experience. Massi works at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Brown Bag Marketing, Kajima Building And Design Group, Mendez Foundation, St. Louis Cardinals, Mercer University and Bank Of America, N.A. Massi holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business based in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in assets across its 2,864,234 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 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. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number 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. Fees charged by financial advisors largely depend on the services. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of some 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
$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
Michael Massi Work History
Michael has been registered as a financial advisor for 7 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Brown Bag Marketing
Kajima Building And Design Group
Mendez Foundation
St. Louis Cardinals
Mercer University
*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 Michael Massi 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
Scottsdale, AZ
West Jordan, UT
Napa, CA
New York, NY
Washington, DC
Jacksonville, FL
Lincoln, RI
New York, NY
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.
