Clayton
Dehaas
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Clayton Dehaas is a financial advisor based in Boise, Idaho, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Clayton has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Idaho Central Credit Union, The Collector's Outpost, Farm Bureau Wealth Management, Summit Intermediate School, Osaic Wealth, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Family Tree Financial, College Of Western Idaho, and Boise State University. Clayton has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Idaho. Currently, Clayton is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Boise, Idaho. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Clayton Dehaas Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Osaic Wealth, Inc
Family Tree Financial
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Idaho Central Credit Union
The Collector'S Outpost
College Of Western Idaho
Boise State University
Farm Bureau Wealth Management
Summit Intermediate School
Disclosures
Please visit the SEC profile of Clayton Dehaas 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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