Charlie
Collado
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Charlie Collado is a financial advisor working in Elk Grove Village, Illinois who has 1 year of relevant experience. Collado is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Collado has held roles at Ksm Electronics, Starbucks, Grailed, Inc, Door Dash, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, College Of Du Page and University Of Illinois. Collado holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It handles $1 trillion in assets under management between its 2,864,234 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth clients who have more than $1 million in assets. The company offers 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 usually vary depending on the type of services provided. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised 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
Charlie Collado Work History
Charlie has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Door Dash
Grailed, Inc
Starbucks
University Of Illinois
College Of Du Page
Ksm Electronics
*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 Charlie Collado 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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Temecula, CA
Houston, TX
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