Chase
Davis
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Chase Davis is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Chase has previously held positions at Convergent Financial Strategies LLC, Bny Mellon, Red Lobster, Merrill Lynch, Pierce, Fenner & Smith Inc, Darden Restaurant, Pennsylvania State University, and Bank Of America, N.A. Chase has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Chase 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
Chase Davis Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Convergent Financial Strategies LLC
Bny Mellon
Pennsylvania State University
Red Lobster
Darden Restaurant
Disclosures
Please visit the SEC profile of Chase Davis 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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