Drew
Bonner

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5951008
Investment Advisor
in Towson, MD

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About this Advisor

Drew Bonner is a financial advisor based in Towson, Maryland, who has 9 years of industry experience. Bonner is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Forfeiture Support Associates and Bank Of America N.A. Bonner holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It handles $1 trillion in assets across its 2,864,234 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a wide set 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 charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

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

Office Location

901 Dulaney Valley Rd
Towson, MD 21204

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MD Average: 88
Total Number of Accounts

2,864,234

MD Average: 3,892
Average Account Size

$381,844

MD Average: $1,917,921

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

Drew Bonner Work History

Drew has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - Present (10 years)

Bank Of America N.A

2013 - 2014 (1 year)

Forfeiture Support Associates

*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 Drew Bonner 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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Patrick Riley
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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 profile-compliance@smartasset.com.

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