Shayne
Mullins

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6971861
Investment Advisor
in Boston, MA

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About this Advisor

Shayne Mullins is a financial advisor based in Boston, Massachusetts, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Shayne has previously held positions at Edward Jones, North Shore Ymca, Cole Haan, Retirement Solutions Group, Ups, Putnam Investment, The Mentor Network, Semigear, St. Francis Xavier University, Belmont Country Club, Citizens Securities, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Tf Pressworks, Adecco, and Triad Associates. Shayne has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Shayne is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Boston, Massachusetts. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

100 Federal St
Boston, MA 02110

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

MA Average: 88
Total Number of Accounts

2,911,578

MA Average: 3,892
Average Account Size

$436,737

MA Average: $1,917,921

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

Shayne Mullins Work History

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2022 (2 years)

Tf Pressworks

2019 - 2020 (1 year)

Citizens Securities, Inc

2018 - 2019 (1 year)

Edward Jones

2018 - 2018 (< 1 year)

Cole Haan

2018 - 2018 (< 1 year)

Retirement Solutions Group

2018 - 2018 (< 1 year)

Adecco

2017 - 2017 (< 1 year)

Ups

2017 - 2017 (< 1 year)

Putnam Investment

2017 - 2017 (< 1 year)

The Mentor Network

2016 - 2017 (1 year)

North Shore Ymca

2016 - 2016 (< 1 year)

Triad Associates

2015 - 2015 (< 1 year)

Belmont Country Club

2014 - 2015 (1 year)

Semigear

2012 - 2017 (5 years)

St. Francis Xavier University

Disclosures

Please visit the SEC profile of Shayne Mullins 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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Seung Yoo
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Jonathan Yocum
Saint Paul, MN
Kounian Ding
Bethesda, MD
Joshua Leu
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