Boris
Zrnic
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Boris Zrnic is a financial advisor operating out of Westmont, Illinois with 1 year of relevant experience. Zrnic is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank, North Community Bank / Byline Bank, Wells Fargo, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Uber and Fidelity Investments. Zrnic has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Illinois and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in total assets among its 2,864,234 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth investors who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide assortment 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. Financial management fees are based on which services are offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist 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
Boris Zrnic Work History
Boris has been registered as a financial advisor for 1 years.*
Fidelity Investments
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Uber
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Inc
Jp Morgan Securities LLC
Jpmorgan Chase Bank
North Community Bank / Byline Bank
Wells Fargo
*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 Boris Zrnic 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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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.
