Clifford
Benfield

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1001201
Investment Advisor
in New York, NY
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About this Advisor

Clifford Benfield is a certified financial planner in New York, New York. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Benfield has 10 years of professional experience in the financial advisory industry. Benfield has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Benfield can work with investors in New Jersey and Texas. Benfield has gained experience at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in New York, New York, and has 2,958 brick-and-mortar locations in the United States. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 client accounts and retains more than 40,146 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

No

Office Location

75 Rockefeller Plz
New York, NY 10019

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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

Clifford Benfield Work History

Clifford has 10 years of experience.

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - Present (10 years)

Bank Of America, N.A

2008 - 2009 (1 year)

Banc Of America Investment Services, Inc

2008 - 2009 (1 year)

Banc Of America Insurance Services, Inc

Disclosures

Clifford Benfield has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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