Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Anne Schnuriger is a financial advisor operating out of Summit, New Jersey with a total of 9 years of industry experience. Schnuriger is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Homemaker. Schnuriger maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business based in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It has $1 trillion in total assets across its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% belong to high-net-worth investors who have more than $1 million in investable assets. The firm performs a number of services, such as 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 largely vary depending on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Anne Schnuriger Work History
Anne has been registered as a financial advisor for 9 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
*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.
Please visit the SEC profile of Anne Schnuriger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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