Michelle
Fulkerson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4168841
Investment Advisor
in Indianapolis, IN

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About this Advisor

Michelle Fulkerson is a financial advisor working out of Indianapolis, Indiana with a total of 20 years of industry experience. Fulkerson is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. They have worked at Merrill Lynch, Pierce, Fenner & Smith Inc for the entirety of their career. Fulkerson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida, Indiana and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm based out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in total assets between its 2,864,234 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a broad array 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. A financial advisor's fee schedules largely are based on which service is provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 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

Michelle Fulkerson Work History

Michelle has been registered as a financial advisor for 20 years.*

2002 - Present (22 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 Michelle Fulkerson 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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Daniel Montesinos
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William Edgar
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Francis Abella
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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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