Nicholas
Condit

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6720851
Investment Advisor
in Red Bank, NJ

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About this Advisor

Nicholas Condit is a financial advisor who works out of Red Bank, New Jersey with a total of 6 years of industry experience. Condit currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Condit has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Nfl Enterprises, Nfl Productions and Bank Of America, N.A. Condit maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets among its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth investors who have more than $1 million in investable assets. The business performs a diverse assortment 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 charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

77 Broad St
Red Bank, NJ 07701

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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

Nicholas Condit Work History

Nicholas has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Bank Of America, N.A

2016 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2016 (3 years)

Nfl Enterprises

2011 - 2013 (2 years)

Nfl Productions

*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 Nicholas Condit 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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Oak Brook, IL
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Stuart, FL
Ryan Doyle
Jacksonville, FL
Cheryl Blair
Westlake, OH
Jennifer Hong
Newport Beach, CA
Drew Bonner
Towson, MD
Curtis Reynolds
Newport Beach, CA

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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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.

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