Destry
West
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Destry West is a financial advisor based in Lexington, Kentucky with a total of 1 year of industry experience. West is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Pnc Bank, Scott County Public Schools, Kohl'S Department Stores, Inc and Barnes & Noble Inc. West holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Kentucky and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in total assets between its 2,864,234 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a broad array of services, including 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 management usually vary depending on which services are provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Destry West Work History
Destry has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America
Pnc Bank
Scott County Public Schools
Barnes & Noble Inc
Kohl'S Department Stores, 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 Destry West 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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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.
