Don
Shuck

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1209160
Investment Advisor
in Indianapolis, IN

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About this Advisor

Don Shuck is a financial advisor based out of Indianapolis, Indiana with 21 years of industry experience. Shuck is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Shuck holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets across its 2,864,234 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company 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 typically are based on which service is provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

510 E 96Th St
Indianapolis, IN 46240

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

IN Average: $7,464,549,021
Total Number of Employees

36,687

IN Average: 88
Total Number of Accounts

2,864,234

IN Average: 3,892
Average Account Size

$381,844

IN Average: $1,917,921

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

Don Shuck Work History

Don has been registered as a financial advisor for 21 years.*

2009 - Present (15 years)

Bank Of America, Na

2006 - Present (18 years)

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 Don Shuck 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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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.

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