Melissa
Lipp

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5322286
Investment Advisor
in West Des Moines, IA

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About this Advisor

Melissa Lipp is an investment advisor located in West Des Moines, Iowa. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Lipp has 11 years of professional experience in the financial advisory industry. Lipp maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Lipp is registered to act as an advisor in Iowa and Texas. Over the course of their career, Lipp has held roles at Wells Fargo Advisors, Ubs Financial Services and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is located in West Des Moines, Iowa, and has 2,958 additional locations in the country. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets dispersed across 2,272,151 client accounts and employs more than 40,146 people. The firm's total assets under management makes it one of the largest 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 advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Melissa Lipp Work History

Melissa has 11 years of experience.

2014 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 year)

Wells Fargo Advisors

2007 - 2013 (6 years)

Ubs Financial Services

Disclosures

Melissa Lipp has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Chandler, AZ
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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