Michael
Smith

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6695612
Investment Advisor
in Missoula, MT

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About this Advisor

Michael Smith is an advisor who lives in Missoula, Montana. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 12 years of professional experience in the financial advisory industry. Smith maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Smith is registered to work with investors in Montana and Texas. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Montana, Extended Travel, Lewis & Clark Trail Adventures, Educational Testing Service-Reader, Adventure Sun Valley and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Missoula, Montana, and has 3,270 other offices throughout the country. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets covering 2,529,169 accounts and retains more than 36,383 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

330 N Higgins Ave
Missoula, MT 59807

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

MT Average: 88
Total Number of Accounts

2,529,169

MT Average: 3,892
Average Account Size

$380,383

MT Average: $1,917,921

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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
  • Other

Michael Smith Work History

Michael has 12 years of experience.

2016 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - Present (5 years)

Bank Of America, N.A

2016 - 2016 (< 1 year)

Adventure Sun Valley

2015 - 2015 (< 1 year)

Educational Testing Service-Reader

2014 - 2016 (2 years)

University Of Montana

2012 - 2014 (2 years)

Extended Travel

2010 - 2012 (2 years)

University Of Montana

2008 - 2015 (7 years)

Lewis & Clark Trail Adventures

Disclosures

Michael Smith has no disclosures.

Please visit their SEC profile for more details.

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Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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