Brett
Mizzi
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Brett Mizzi is a financial advisor based in Dearborn, Michigan, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Brett has previously held positions at Jefferies LLC, University Of Michigan - Ann Arbor, Bank Of America Merrill Lynch, Beta Delta Chapter Of Kappa Kappa Gamma Sorority, Trilantic Capital Partners, Unemployed/Extended Travel, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Brett has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Brett is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Dearborn, Michigan. 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
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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
Brett Mizzi Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Unemployed/ Extended Travel
Trilantic Capital Partners
Jefferies LLC
Jefferies LLC
Beta Delta Chapter Of Kappa Kappa Gamma Sorority
Bank Of America Merrill Lynch
Beta Delta Chapter Of Kappa Kappa Gamma Sorority
University Of Michigan - Ann Arbor
Disclosures
Please visit the SEC profile of Brett Mizzi 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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