Everett
Bertrand

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7066372
Investment Advisor
in Lewiston, ME

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About this Advisor

Everett Bertrand is a financial advisor working in Lewiston, Maine, who has been in the industry for 11 years. Bertrand works at Merrill Lynch, Pierce, Fenner & Smith Inc. Bertrand has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, T.D. Bank, Madeleine Clark Wallace Library, Downeast Machine And Engineering, Spruce Bay Farm And Landscape, Wheaton College Residential Life, Jk Design, Wheaton College Mail Room, Wheaton College, University Of Canterbury and Bank Of America, N.A. Bertrand has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maine. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in Lewiston, Maine. The investment advisory business has offices in 3,270 locations and a total of 36,383 financial advisors. It oversees $962 billion in assets under management across its 2,529,169 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 4,927 charities and foundations. Of its 2,529,169 client accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as 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. Fees charged by financial advisors typically vary depending on which service is provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

415 Lisbon St
Lewiston, ME 04243

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

ME Average: 88
Total Number of Accounts

2,529,169

ME Average: 3,892
Average Account Size

$380,383

ME 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

Everett Bertrand Work History

Everett has 11 years of experience.

2019 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - Present (2 years)

Bank Of America, N.A

2018 - 2019 (1 year)

T.D. Bank

2017 - 2017 (< 1 year)

University Of Canterbury

2015 - 2018 (3 years)

Madeleine Clark Wallace Library

2015 - 2016 (1 year)

Wheaton College Residential Life

2014 - 2016 (2 years)

Spruce Bay Farm And Landscape

2014 - 2018 (4 years)

Wheaton College Mail Room

2014 - 2018 (4 years)

Wheaton College

2013 - 2018 (5 years)

Downeast Machine And Engineering

2012 - 2012 (< 1 year)

Jk Design

Disclosures

Everett Bertrand has no disclosures.

Please visit their SEC profile for more details.

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Michael Mason
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This content was compiled from the SEC and FINRA.

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