Golikai
Sreenath
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Golikai Sreenath is a financial advisor based in Bel Air, Maryland, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Golikai has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Magical Smiles Md LLC, Delstar Technologies Inc, and Bank Of America, N.A. Golikai has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Golikai is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Bel Air, Maryland. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Golikai Sreenath Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Magical Smiles Md LLC
Delstar Technologies Inc
Disclosures
Please visit the SEC profile of Golikai Sreenath 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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