Brian
Leuchtenburg

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4568226
Investment Advisor
in New York, NY
Are you Brian Leuchtenburg? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Leuchtenburg is an advisor whose office is in New York, New York. Currently a registered financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Leuchtenburg has 14 years of professional experience. Leuchtenburg maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Leuchtenburg can advise customers in California. During their career, the advisor has held roles at Merrill Lynch Pierce Fenner And Smith and Ubs Financial Services Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is located in New York, New York, and operates out of 2,958 locations across the nation. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets across 2,272,151 client accounts and employs more than 40,146 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

225 Liberty / 250 Vesey (2-4 World Fin'L Ctr) Investment Solutions Grp - Managed Solutions Grp
New York, NY 10080

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Brian Leuchtenburg Work History

Brian has 14 years of experience.

2013 - Present (6 years)

Merrill Lynch Pierce Fenner And Smith

2004 - 2013 (9 years)

Ubs Financial Services Inc

Disclosures

Brian Leuchtenburg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started