Nicole
Zimmer
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Nicole Zimmer is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicole has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Pittsford Farms Dairy & Bakery, One-To-One Fitness, Indigo Sol, Case Western Reserve University, University Of North Carolina Wilmington, Pittsford Sutherland High School, and Calkins Road Middle School. Nicole has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Nicole is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of New York, New York. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Nicole Zimmer Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Indigo Sol
N/A
University Of North Carolina Wilmington
One-To-One Fitness
Case Western Reserve University
Pittsford Farms Dairy & Bakery
Pittsford Sutherland High School
Calkins Road Middle School
Disclosures
Please visit the SEC profile of Nicole Zimmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
New York, NY
Mesquite, TX
Bethesda, MD
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Columbus, OH
San Rafael, CA
Redding, CA
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