Cody
Mcdonald
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Cody Mcdonald is a financial advisor based in Reno, Nevada, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Cody has previously held positions 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, and Feather River Fitness Center. Cody has passed the Series 66 regulatory exam and is registered to provide services in Nevada and Texas. Currently, Cody is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Reno, Nevada. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Cody Mcdonald Work History
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
Disclosures
Please visit the SEC profile of Cody Mcdonald 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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