Melissa
Spickler

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#719397
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Melissa Spickler is a financial advisor based out of Bloomfield Hills, Michigan who has 13 years of industry experience. Spickler is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Spickler maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Michigan and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It has $1 trillion in assets under management among its 2,864,234 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs 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. Fees charged by financial advisors typically are based on the type of services. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 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

39577 Woodward Ave
Bloomfield Hills, MI 48304

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MI Average: 88
Total Number of Accounts

2,864,234

MI Average: 3,892
Average Account Size

$381,844

MI 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

Melissa Spickler Work History

Melissa has been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Bank Of America, Na

1980 - Present (44 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Melissa Spickler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
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Pennington, NJ
Mark Wierda
Jacksonville, FL
Steven Crate
Dallas, TX
Daniel Lewis
Atlanta, GA
Anthony Bushman
Rochester, MN
Richard Buckley
Franklin, MA
Thomas Theodore
Lincoln, RI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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