Akash
Garg
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Akash Garg is a financial advisor working in Worcester, Massachusetts with a total of 4 years of relevant experience. Garg works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Garg has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Star Dollar And More LLC, Claro Advisors LLC, Community Consultants Collaborative, Bentley University, Wachusett Regional High School, Kumon Learning Center Of West Worcester and Bank Of America, N. A. Garg holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in total assets among its 2,864,234 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a diverse array of services, such as 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 are based on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Akash Garg Work History
Akash has been registered as a financial advisor for 4 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N. A
Star Dollar And More LLC
Claro Advisors LLC
Community Consultants Collaborative
Bentley University
Kumon Learning Center Of West Worcester
Wachusett Regional High School
*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 Akash Garg 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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