Colin
Markison

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7500168
Investment Advisor
in Pennington, NJ

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About this Advisor

Colin Markison is a financial advisor based in Pennington, New Jersey who has 1 year of industry experience. Markison is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Markison has worked at University Of Vermont, Bridegeport Soundtigers, New York Islanders, Dallas Stars, Carolina Hurricanes, Del Val Properties, Texas Stars and Merrill. Markison holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It manages $1 trillion in total assets across its 2,864,234 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers 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 largely are based on which services are provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Office Location

1100-1800 American Blvd Me - Consumer Investments Client Services
Pennington, NJ 08534

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NJ Average: 88
Total Number of Accounts

2,864,234

NJ Average: 3,892
Average Account Size

$381,844

NJ Average: $1,917,921

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

Colin Markison Work History

Colin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill

2021 - 2021 (< 1 year)

Texas Stars

2020 - 2020 (< 1 year)

Del Val Properties

2019 - 2020 (1 year)

Carolina Hurricanes

2018 - 2019 (1 year)

Dallas Stars

2017 - 2018 (1 year)

Dallas Stars

2016 - 2017 (1 year)

New York Islanders

2015 - 2015 (< 1 year)

Bridegeport Soundtigers

2015 - 2016 (1 year)

New York Islanders

2012 - 2015 (3 years)

University Of Vermont

*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 Colin Markison 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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Scottsdale, AZ
Sean Kienzle
Chicago, IL
Amy Sorge
New York, NY
Mark Wierda
Jacksonville, FL
Steven Crate
Dallas, TX
Paul Michael Reyes
Oak Brook, IL
Patrick Riley
Sammamish, WA
William Edgar
New York, NY

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 profile-compliance@smartasset.com.

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