Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Gerrit Shuffstall is a financial advisor who works out of Bel Air, Maryland, with a total of 9 years of relevant experience. Shuffstall works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Shuffstall has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Vectorworks and Bank Of America, N.A. Shuffstall has a Series 66 license, designating 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 registered investment business that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It has $1 trillion in assets under management between its 2,864,234 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number 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 usually vary depending on which services the firm provides the client. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist 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
Gerrit Shuffstall Work History
Gerrit has been registered as a financial advisor for 9 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 Gerrit Shuffstall 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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