Janine
Nebbia

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2840698
Investment Advisor
in White Plains, NY

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About this Advisor

Janine Nebbia is an investment advisor located in White Plains, New York. Currently an investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 10 years of work experience. Nebbia maintains a Series 63 license, certifying the advisor as a securities broker. Nebbia is able to advise clients in Texas. Their career trajectory has included roles at Ubs Financial Services Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in White Plains, New York, and has 3,132 additional brick-and-mortar locations in the nation. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $797 billion in assets covering 2,472,247 accounts and retains more than 41,217 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 797,993 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

11 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

360 Hamilton Ave Pbig - White Plains
White Plains, NY 10601

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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

Janine Nebbia Work History

Janine has 11 years of experience.

2013 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2013 (4 years)

Ubs Financial Services Inc

Disclosures

Janine Nebbia has no disclosures.

Please visit their SEC profile for more details.

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Terence Zagara
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Sheldon Stephen
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Robert Dunn
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Antonella Barrero
Cincinnati, OH
Ali Abbas
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This content was compiled from the SEC and FINRA.

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