George
Baalbaki

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5200334
Investment Advisor
in New York, NY
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About this Advisor

George Baalbaki is a financial advisor working out of New York, New York, who has been in the industry for 12 years. Baalbaki is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Banc Of America Investment Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Baalbaki has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Rhode Island and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based out of New York, New York. The firm has offices in 2,958 locations and a total of 40,146 financial advisors. It oversees $820 billion in total assets between its 2,272,151 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, including 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. Fees charged by financial advisors typically vary depending on the financial services. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Yes

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

George Baalbaki Work History

George has 12 years of experience.

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2006 - 2009 (3 years)

Banc Of America Investment Services, Inc

Disclosures

George Baalbaki has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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