Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Gerald Chavez is an investment advisor who is based out of Albuquerque, New Mexico. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 13 years of professional experience in the financial advisory industry. Chavez maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Chavez is registered to serve clients based out of New Mexico and Texas. Throughout their career, Chavez has worked at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691 and Bank Of America, Na. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Albuquerque, New Mexico, and operates out of 3,270 additional locations across the nation. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets covering 2,529,169 accounts and employs more than 36,383 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides 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
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Gerald Chavez Work History
Gerald has 13 years of experience.
Bank Of America,Na
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
Gerald Chavez has no disclosures.
Please visit their SEC profile for more details.
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