Qingquan
Li

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6790870
Investment Advisor
in New York, NY
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About this Advisor

Qingquan Li is an advisor in New York, New York. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accrued 10 years of practice in the financial advisory industry. Li maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Li is registered to work with customers based out of Connecticut and Texas. Their career trajectory has included roles at College Of Staten Island, Cuny, Centers Plan For Healthy Living, First American International Bank, Fort Hamilton High School, Asiana Bistro, Merrill Lynch, Pierce, Fenner & Smith Inc, New York City Board Of Elections, Number 2Nd High School and College Of Staten Island, Cuny Service Corps Program. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in New York, New York, and operates out of 2,958 additional offices in the nation. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets across 2,272,151 client accounts and employs more than 40,146 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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 66

Years of Experience

10 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

114 W 47Th St
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

Qingquan Li Work History

Qingquan has 10 years of experience.

2017 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (0 years)

Centers Plan For Healthy Living

2016 - 2017 (1 years)

Centers Plan For Healthy Living

2015 - 2016 (1 years)

College Of Staten Island, Cuny

2015 - 2016 (1 years)

College Of Staten Island, Cuny Service Corps Program

2015 - 2015 (0 years)

College Of Staten Island, Cuny

2014 - 2015 (1 years)

First American International Bank

2013 - 2017 (4 years)

College Of Staten Island, Cuny

2013 - 2013 (0 years)

Asiana Bistro

2013 - 2015 (2 years)

New York City Board Of Elections

2012 - 2013 (1 years)

Made In Asia

2011 - 2012 (1 years)

Chia Shen Restaurant

2010 - 2011 (1 years)

Fort Hamilton High School

2008 - 2010 (2 years)

Number 2Nd High School

Disclosures

Qingquan Li has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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