Ross
Udell
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Ross Udell is a financial advisor based in Saint Paul, Minnesota, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Ross has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Youth With A Mission San Diego Bja, Nvint, Jt's Pizza And Spirits, Youth With A Mission San Diego Baja, Grand Canyon University, Merrill Lynch, Pierce, Fenner & Smith Inc, Gordon Food Service, and Bank Of America, N.A. Ross has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Ross is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Saint Paul, Minnesota. 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
Ross Udell Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Grand Canyon University
Youth With A Mission San Diego Bja
Nvint
Jt'S Pizza And Spirits
Youth With A Mission San Diego Baja
Gordon Food Service
Disclosures
Please visit the SEC profile of Ross Udell 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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Columbus, OH
Washington, DC
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Bethesda, MD
Leawood, KS
Saint Paul, MN
Towson, MD
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