Ellis
Mitchell
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Ellis Mitchell is a financial advisor operating in Meridian, Mississippi who has 5 years of industry experience. Mitchell currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Investment Professionals, Inc, Ing Financial Partners, Inc, Voya Financial Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Mitchell has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Mississippi and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in assets between its 2,864,234 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth clients who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc 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 fees usually depend on which services are offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of any blend 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
Ellis Mitchell Work History
Ellis has been registered as a financial advisor for 5 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Ing Financial Partners, Inc
Voya Financial Advisors
Investment Professionals, 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 Ellis Mitchell 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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