Elise
Espat

About this Advisor

Elise Espat is an advisor whose office is in Albuquerque, New Mexico. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accrued 10 years of practice in the financial advisory industry. Espat holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Espat is registered to work with investors based out of New Mexico and Texas. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc 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 brick-and-mortar locations in the United States. As a registered investment firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets throughout 2,529,169 accounts and employs more than 36,383 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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.