Darin
Byrne

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6157426
Investment Advisor
in Beverly, MA

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About this Advisor

Darin Byrne is a financial advisor based in Beverly, Massachusetts, with a total of 10 years of industry experience. Byrne currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner And Smith Inc and Bank Of America, N.A. Byrne maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in assets across its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. The company has a wide range 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 are based on which service is provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

500 Cummings Ctr
Beverly, MA 01915

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MA Average: 88
Total Number of Accounts

2,864,234

MA Average: 3,892
Average Account Size

$381,844

MA 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

Darin Byrne Work History

Darin has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2013 - Present (11 years)

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.

Disclosures

Please visit the SEC profile of Darin Byrne 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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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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