Brandon
Smith

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5833690
Investment Advisor
in New York, NY
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About this Advisor

Brandon Smith is a financial advisor working out of New York, New York, who has been in the advisory business for 12 years. Smith works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Smith has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Us Trust and Bank Of America, N.A. Smith holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut, Texas, Florida and New Jersey. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, New York. The investment advisory business has offices in 2,958 locations and a total of 40,146 people on staff. It administers $820 billion in total assets across its 2,272,151 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 4,667 charitable organizations. Of its 2,272,151 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number 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. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include any combination 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

$819,825,501,997

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

40,146

NY Average: 88
Total Number of Accounts

2,272,151

NY Average: 3,892
Average Account Size

$360,815

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

Brandon Smith Work History

Brandon has 12 years of experience.

2012 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - Present (7 years)

Bank Of America, N.A

2010 - 2012 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2006 - 2010 (4 years)

Bank Of America, Us Trust

Disclosures

Brandon Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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