Gary
Beede

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#817430
Investment Advisor
in New York, NY
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About this Advisor

Gary Beede is an investment advisor who lives in New York, New York. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Beede has a notable 43 years of practice in the financial advisory industry. Beede maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Beede is registered to work with customers based out of Wisconsin. Throughout their career, they have worked at Bank Of America, Na and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of New York, New York, and has 2,958 other offices in the United States. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets dispersed across 2,272,151 accounts and retains more than 40,146 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

43 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

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

NY Average: 88
Total Number of Accounts

2,272,151

NY Average: 3,892
Average Account Size

$360,815

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

Gary Beede Work History

Gary has 43 years of experience.

2009 - Present (10 years)

Bank Of America, Na

1975 - Present (44 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Gary Beede has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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