Ramses
Leon
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Ramses Leon is a financial advisor who works in Paramus, New Jersey with 2 years of industry experience. Leon currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Leon has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Sports Care Physical Therapy, Sojo Spa Club, Galaxy Tower Association, Sparkling Pool Services, North Bergen High School, Florida International University, Rutgers University, Abercrombie And Fitch, Valet King and Bank Of America, N.A. Leon has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey, New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in total assets across its 2,864,234 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business has a broad range 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Ramses Leon Work History
Ramses has been registered as a financial advisor for 2 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Rutgers University
Sports Care Physical Therapy
Valet King
Sojo Spa Club
Florida International University
Abercrombie And Fitch
Galaxy Tower Association
Sparkling Pool Services
North Bergen High School
*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 Ramses Leon 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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