April
Wellman

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5817789
Investment Advisor
in New York, NY
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About this Advisor

April Wellman is a financial advisor operating in New York, New York, who has been in the financial industry for 12 years. Wellman is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Paradigm Properties, University Of Florida and Bank Of America N.A. Wellman has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Texas and Florida. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, New York. The firm has offices in 2,958 locations and a total of 40,146 financial advisors. It oversees $820 billion in assets among its 2,272,151 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 4,667 charitable organizations. Of its 2,272,151 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide range of services, such as 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. Financial management fees are based on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

No

Office Location

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

NY 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

April Wellman Work History

April has 12 years of experience.

2010 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - Present (9 years)

Bank Of America N.A

2008 - 2010 (2 years)

Paradigm Properties

2006 - 2010 (4 years)

University Of Florida

Disclosures

April Wellman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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