Ginger
Smith

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4630438
Investment Advisor
in Lewiston, ME

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About this Advisor

Ginger Smith is an advisor who lives in Lewiston, Maine. Currently a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have gathered 12 years of practice as a financial advisor. Smith has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Smith can advise clients based out of Maine and Texas. Over the course of their career, Smith has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Atento Insurance Services, LLC, Frisbie & Associates, Maine Gop, Next Level Business Coaching, Northern Insurance Group and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Lewiston, Maine, and has 3,270 additional locations across the country. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets throughout 2,529,169 accounts and employs more than 36,383 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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

12 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

Ginger Smith Work History

Ginger has 12 years of experience.

2017 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - Present (4 years)

Bank Of America, N.A

2016 - 2016 (< 1 year)

Frisbie & Associates

2016 - 2016 (< 1 year)

Maine Gop

2014 - 2014 (< 1 year)

Maine Gop

2013 - 2014 (1 year)

Next Level Business Coaching

2013 - 2013 (< 1 year)

Northern Insurance Group

2008 - 2017 (9 years)

Atento Insurance Services, LLC

Disclosures

Ginger Smith has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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