Autumn
Weems
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Autumn Weems is a financial advisor based in West Nyack, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Autumn has previously held positions at J.P. Morgan Securities LLC, Moviltex LLC, Matt Russo, Corcoran Group, Jpmorgan Chase, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Weems Holdings LLC, The Art Students League Of New York, Merrill Lynch, Pierce, Fenner & Smith Incorporate, and Bank Of America N.A. Autumn has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York and Texas. Currently, Autumn is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of West Nyack, New York. 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.
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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
Autumn Weems Work History
Merrill Lynch, Pierce, Fenner & Smith Incorporate
Bank Of America N.A
Matt Russo
Matt Russo
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Moviltex LLC
Corcoran Group
Weems Holdings LLC
Jpmorgan Chase
The Art Students League Of New York
Jpmorgan Chase
J.P. Morgan Securities LLC
Jpmorgan Chase
Disclosures
Please visit the SEC profile of Autumn Weems 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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