Cesar
Basora
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Cesar Basora is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Cesar has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Pgim, Ihop, Basora Data Service, Party City, Baruch College, Ps 254, Harry S Truman Hs, Bmcc, and Vacation. Cesar has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Cesar is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of New York, New York. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Cesar Basora Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Baruch College
Vacation
Pgim
Ihop
Basora Data Service
Bmcc
Party City
Harry S Truman Hs
Vacation
Ps 254
Disclosures
Please visit the SEC profile of Cesar Basora to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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