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 a financial advisor operating out of White Plains, New York, who has been in the advisory business for 9 years. Nebbia is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Nebbia has worked at Ubs Financial Services Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Nebbia has a Series 63 license, qualifying them as a securities representative, and can serve investors in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business operating in White Plains, New York. The investment advisory business has offices in 2,958 locations and a total of 40,146 financial advisors. It handles $820 billion in assets under management between its 2,272,151 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number of services, such as 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 management fees largely are based on the services offered. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

9 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 9 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.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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