Surafeal
Wolday
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Surafeal Wolday is a financial advisor based out of Burlington, Massachusetts who has 5 years of industry experience. Wolday works at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Wolday has held roles at Santander Bank N.A, Santander Securities LLC, Uber, Merrill Lynch, Pierce, Fenner & Smith Inc, City Express and Bank Of America, N.A. Wolday holds Series 66 and Series 63 licenses, which qualify them as a securities broker, and can operate in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It handles $1 trillion in total assets among its 2,864,234 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. The business offers a number 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. A financial advisor's fee schedules are based on the type of services provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include some 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
Surafeal Wolday Work History
Surafeal has been registered as a financial advisor for 5 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Santander Securities LLC
Santander Bank N.A
Uber
City Express
*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 Surafeal Wolday 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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