Cody
Mcdonald

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7192020
Investment Advisor
in Sparks, NV

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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

Series 66

Years of Experience

11 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

700 N Mccarran Blvd
Sparks, NV 89431

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

NV Average: 88
Total Number of Accounts

2,529,169

NV Average: 3,892
Average Account Size

$380,383

NV 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

Cody Mcdonald Work History

Cody has 11 years of experience.

2019 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - Present (2 years)

Bank Of America, N.A

2017 - 2019 (2 years)

Michael'S Reno Powersports

2017 - 2017 (< 1 year)

Flanigan Leavitt Insurance

2016 - 2016 (< 1 year)

Best Buy

2015 - 2016 (1 year)

Fitness For 10

2015 - 2015 (< 1 year)

Jimmy Johns

2015 - 2015 (< 1 year)

Bed Bath & Beyond

2015 - 2015 (< 1 year)

Pizza Factory

2014 - 2015 (1 year)

Feather River Fitness Center

2009 - 2014 (5 years)

Student

Disclosures

Cody Mcdonald has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Chandler, AZ
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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