Tristen
Mabin
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Tristen Mabin is a financial advisor based in Portage, Michigan, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Tristen has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Big Apple Bagels, Equest Farms, City Year, Study Abroad, Camp Wakeshma, Kalamazoo College, Mattawan Consolidated School, Bounceland, and Bank Of America N.A. Tristen has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Tristen is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Portage, 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
Office Location
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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
Tristen Mabin Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Big Apple Bagels
Equest Farms
City Year
Big Apple Bagels
Kalamazoo College
Study Abroad
Camp Wakeshma
Big Apple Bagels
Camp Wakeshma
Kalamazoo College
Camp Wakeshma
Bounceland
Mattawan Consolidated School
Disclosures
Please visit the SEC profile of Tristen Mabin 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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