Austin
Wetsch

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4986020
Investment Advisor
in Albuquerque, NM

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About this Advisor

Austin Wetsch is an advisor in Albuquerque, New Mexico. Currently a registered advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 11 years of practice in the financial advisory industry. Wetsch holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Wetsch can work with customers in New Mexico and Texas. The advisor has gained experience at Merrill Lynch, Ephesus Office Technologies and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Albuquerque, New Mexico, and operates out of 3,270 other offices across the nation. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets across 2,529,169 accounts and retains more than 36,383 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide financial planning services, 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2125 Louisiana Blvd Ne
Albuquerque, NM 87110

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

NM Average: $7,464,549,021
Total Number of Employees

36,383

NM Average: 88
Total Number of Accounts

2,529,169

NM Average: 3,892
Average Account Size

$380,383

NM Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Austin Wetsch Work History

Austin has 11 years of experience.

2011 - Present (10 years)

Bank Of America, N.A

2010 - Present (11 years)

Merrill Lynch

2009 - 2010 (1 year)

Ephesus Office Technologies

Disclosures

Austin Wetsch has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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