Benjamin
Junior
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Benjamin Junior is a financial advisor who works out of New York, New York who has 1 year of relevant experience. Junior works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at The Vanguard Group, Inc, Cabrini University, Lehigh University, Royal Bank Of Canada, Bryn Mawr Trust Company, Helping Hand, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Pacer Financial, Inc, Pacer Advisors, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Power Home Remodeling, Contemporary Staffing Solutions and Wholesome Desi LLC. Junior maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm headquartered in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in assets under management across its 2,864,234 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a wide set of services, such as 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 advisory fee schedules typically are based on the services provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory 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
Benjamin Junior Work History
Benjamin has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Pacer Financial, Inc
Pacer Advisors, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
The Vanguard Group, Inc
Contemporary Staffing Solutions
Wholesome Desi LLC
Royal Bank Of Canada
Bryn Mawr Trust Company
Power Home Remodeling
Cabrini University
Helping Hand
Lehigh University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Junior to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Pennington, NJ
West Jordan, UT
Rochester, MN
Westminster, CA
New York, NY
Mount Pleasant, SC
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
