Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Joseph Hertig is an advisor whose office is in Missoula, Montana. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have gathered 10 years of work experience as a financial advisor. Hertig has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Hertig can operate in Colorado, Montana, Oklahoma and Texas. The advisor has gained experience at Merrill Lynch, Pierce, Fenner, & Smith, Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is located in Missoula, Montana, and has 3,270 brick-and-mortar locations in the United States. As an advisor firm, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets across 2,529,169 client accounts and employs more than 36,383 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can offer financial planning services, 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. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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Investment Advisory Services
- Financial planning 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
Joseph Hertig Work History
Joseph has 10 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner, & Smith, Inc
Joseph Hertig has no disclosures.
Please visit their SEC profile for more details.
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