Gregory
Kreitz

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2964815
Investment Advisor
in New York, NY
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About this Advisor

Gregory Kreitz is a financial advisor operating out of New York, New York, who has 21 years of professional experience. Kreitz currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Kreitz has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, New York. The investment advisory business has offices in 2,958 locations and a total of 40,146 people on staff. It controls $820 billion in total assets between its 2,272,151 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 4,667 charities and foundations. Of its 2,272,151 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a diverse array 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 depend on which service is offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

21 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

Gregory Kreitz Work History

Gregory has 21 years of experience.

2009 - Present (10 years)

Bank Of America,Na

1997 - Present (22 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Gregory Kreitz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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