Reid
Searles

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5944345
Investment Advisor
in Indianapolis, IN

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About this Advisor

Reid Searles is a financial advisor operating in Indianapolis, Indiana, with 10 years of industry experience. Searles 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, N.A. Searles maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based in New York, NY. It has offices in 3,372 locations and a total of 36,687 advisors. It administers $1 trillion in assets across its 2,864,234 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a diverse assortment 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 for financial advice typically vary depending on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

Reid Searles Work History

Reid has been registered as a financial advisor for 10 years.*

2014 - Present (10 years)

Bank Of America, N.A

2011 - Present (13 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 Reid Searles 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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