Merrill Lynch, Pierce, Fenner & Smith Inc
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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
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Brian Leuchtenburg Work History
Brian has 14 years of experience.
Merrill Lynch Pierce Fenner And Smith
Ubs Financial Services Inc
Brian Leuchtenburg has no disclosures.
Please visit their SEC profile for more details.