Solon
Linton

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4895550
Investment Advisor
in Missoula, MT

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About this Advisor

Solon Linton is a financial advisor who is based in Missoula, Montana. Currently an advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have gathered 16 years of work experience. Linton maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Linton is able to serve investors in Montana and Texas. Throughout their career, Linton has worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Missoula, Montana, and operates out of 3,270 additional locations across the country. Overall, 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 places it among the largest financial advisory firms in the United States. 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 investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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

Series 66

Years of Experience

16 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

Solon Linton Work History

Solon has 16 years of experience.

2009 - Present (12 years)

Bank Of America, Na

2004 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Solon Linton has no disclosures.

Please visit their SEC profile for more details.

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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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