Ofer
Ouriel

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1797577
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Ofer Ouriel is a financial advisor operating in Fort Lee, New Jersey with a total of 21 years of industry experience. Ouriel is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Ouriel has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Ouriel has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It controls $1 trillion in assets under management among its 2,864,234 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. The company provides a broad 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 for financial management vary depending on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

21 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

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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

Ofer Ouriel Work History

Ofer has been registered as a financial advisor for 21 years.*

2009 - Present (15 years)

Bank Of America, Na

2002 - Present (22 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.

Disclosures

Please visit the SEC profile of Ofer Ouriel 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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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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