Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Christopher Ervin is a financial advisor operating in Shawnee, Kansas with 3 years of relevant experience. Ervin is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Ervin has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Ervin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 advisors. It has $1 trillion in assets among its 2,864,234 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company provides a diverse range 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 fees are based on the services. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Christopher Ervin Work History
Christopher has been registered as a financial advisor for 3 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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.
Please visit the SEC profile of Christopher Ervin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New York, NY
Los Angeles, CA
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 email@example.com.
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