Bruce
Micheel

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1428320
Investment Advisor
in New York, NY
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About this Advisor

Bruce Micheel is a financial advisor who works out of New York, New York, with a total of 25 years of financial industry experience. Micheel is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Micheel has worked at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Citigroup Global Markets Inc and Bank Of America, Na. Micheel holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a business 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 oversees $820 billion in assets under management across its 2,272,151 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide set of services, including 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 typically depend on which service is provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 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

Yes

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

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

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

Bruce Micheel Work History

Bruce has 25 years of experience.

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

2009 - Present (10 years)

Bank Of America,Na

1993 - 2009 (16 years)

Citigroup Global Markets Inc

Disclosures

Bruce Micheel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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