Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Helen Henderson-Ford is a financial advisor who works in New York, New York, who has been in the financial industry for 29 years. Henderson-Ford is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Merrill Lynch, Pierce, Fenner & Smith Inc (7691). Henderson-Ford maintains a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based 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 oversees $820 billion in total assets across its 2,272,151 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 4,667 charities and foundations. Of its 2,272,151 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs 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. Financial advisory fee schedules typically are based on the type of services. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Helen Henderson-Ford Work History
Helen has 29 years of experience.
Morgan Stanley Smith Barney
Merrill Lynch, Pierce, Fenner & Smith Inc (7691)
Citigroup Global Markets Inc
Helen Henderson-Ford has no disclosures.
Please visit their SEC profile for more details.