Kimberly
Ranallo

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5112203
Investment Advisor
in West Des Moines, IA
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About this Advisor

Kimberly Ranallo is a financial advisor in West Des Moines, Iowa. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accrued 14 years of experience in the financial advisory industry. Ranallo maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Ranallo is able to operate in Iowa and Texas. During their career, Ranallo has held roles at Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc, Citigroup Global Markets Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in West Des Moines, Iowa, and has 2,958 other locations throughout the United States. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets across 2,272,151 client accounts and employs more than 40,146 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

7545 Ashworth Rd
West Des Moines, IA 50266

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

IA Average: 88
Total Number of Accounts

2,472,247

IA Average: 3,892
Average Account Size

$322,494

IA Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Kimberly Ranallo Work History

Kimberly has 14 years of experience.

2016 - Present (3 years)

Bank Of America, N.A

2014 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2004 - 2012 (8 years)

Citigroup Global Markets Inc

Disclosures

Kimberly Ranallo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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