Frederick
Kline
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Frederick Kline is a financial advisor based in Manchester, New Hampshire. Kline currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Kline has held roles at Fidelity Investments, United Parcel Service, The Oar House, Skydive New England, Chartreuse Bistro, Tuckaway Tavern And Butchery, Better Homes And Gardens/Masiello Group Real Estate, Margaritas Mexican Restaurants, Pinnacle Rock Mechanical and Merrill Lynch, Pierce, Fenner & Smith Inc. Kline holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Hampshire and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It handles $1 trillion in total assets across its 2,864,234 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number 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 for financial management vary depending on the type of financial services. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Frederick Kline Work History
Frederick has been registered as a financial advisor for 0 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Fidelity Investments
United Parcel Service
The Oar House
Skydive New England
Chartreuse Bistro
Skydive New England
Tuckaway Tavern And Butchery
Margaritas Mexican Restaurants
Better Homes And Gardens/Masiello Group Real Estate
Pinnacle Rock Mechanical
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frederick Kline 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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