Yan
Chen
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Yan Chen is a financial advisor based in Fort Lee, New Jersey, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Yan has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Integra Lifesciences, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Yan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Yan is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Fort Lee, New Jersey. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Yan Chen Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Integra Lifesciences
Disclosures
Please visit the SEC profile of Yan Chen 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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