Chor-Shing
Chan

About this Advisor

Chor-Shing Chan is a financial advisor based in New York, New York. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have gathered 10 years of practice as a registered investment advisor. Chan maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Chan is registered to work with clients based out of Connecticut and Texas. Throughout their career, they have worked at Td Bank, Prudential Assurance Company, Hong Kong, Hsbc Bank Usa, N.A, Hsbc Securities (Usa) Inc, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in New York, New York, and has 3,270 additional offices in the nation. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets dispersed across 2,529,169 client accounts and employs more than 36,383 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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 may charge clients asset-based, fixed and commission-based fees.