Cody
Mcdonald
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Cody Mcdonald is a financial advisor based out of Sparks, Nevada, with a total of 11 years of professional experience. Mcdonald currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Michael'S Reno Powersports, Flanigan Leavitt Insurance, Best Buy, Fitness For 10, Jimmy Johns, Bed Bath & Beyond, Pizza Factory, Feather River Fitness Center and Student. Mcdonald holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nevada and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business based out of Sparks, Nevada. It has offices in 3,270 locations and a total of 36,383 employees. It manages $962 billion in assets across its 2,529,169 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 4,927 charities and foundations. Of its 2,529,169 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a diverse range of services, such as 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. Financial management fee schedules vary depending on the type of services. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

$962,052,205,321

36,383

2,529,169

$380,383

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Cody Mcdonald Work History
Cody has 11 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Michael'S Reno Powersports
Flanigan Leavitt Insurance
Best Buy
Fitness For 10
Jimmy Johns
Bed Bath & Beyond
Pizza Factory
Feather River Fitness Center
Student
Disclosures
Cody Mcdonald has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.
