Edgar
Rosas

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6108749
Investment Advisor
in Fort Lee, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Edgar Rosas is a financial advisor working in Fort Lee, New Jersey, with 8 years of relevant experience. Rosas is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Lampert Capital Markets, Ameriprise Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Rosas maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in assets under management between its 2,864,234 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a diverse array 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 largely depend on which service is provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

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

2200 Fletcher Ave
Fort Lee, NJ 07024

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Edgar Rosas Work History

Edgar has been registered as a financial advisor for 8 years.*

2018 - Present (6 years)

Bank Of America, N.A

2015 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Lampert Capital Markets

2013 - 2015 (2 years)

Ameriprise Financial Services, 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.

Disclosures

Please visit the SEC profile of Edgar Rosas 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

Katelyn Gallagher
Scottsdale, AZ
Jonathan Cates
Mount Pleasant, SC
Amy Sorge
New York, NY
Daniel Montesinos
West Jordan, UT
Suzana Markasevic
New York, NY
Steven Crate
Dallas, TX
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started