Ariel
Halpert
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Ariel Halpert is a financial advisor operating in New York, New York, with 20 years of professional experience. Halpert works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Halpert has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Swiss Re LTD. Halpert has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut, New Jersey and New York. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company that has its headquarters in New York, New York. The firm has offices in 3,374 locations and a total of 34,906 employees. It administers $1 trillion in assets under management between its 2,825,602 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 5,339 charitable organizations. Of its 2,825,602 customer accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a diverse range of services, including 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. Fees charged by financial advisors usually depend on the financial services. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist 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
$1,283,837,699,073
34,906
2,825,602
$454,359
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
- 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
Ariel Halpert Work History
Ariel has 20 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Swiss Re LTD
Disclosures
Ariel Halpert has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Chandler, AZ
New Caney, TX
Mckinney, TX
Newport News, VA
Washington, DC
New York, NY
Lufkin, TX
Nashville, TN
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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