Qingquan
Li
Merrill Lynch, Pierce, Fenner & Smith Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

$819,825,501,997

40,146

2,272,151

$360,815

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Answer a few questions to get a personalized match.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.
Merrill Lynch, Pierce, Fenner & Smith Inc
Centers Plan For Healthy Living
Centers Plan For Healthy Living
College Of Staten Island, Cuny
College Of Staten Island, Cuny Service Corps Program
College Of Staten Island, Cuny
First American International Bank
College Of Staten Island, Cuny
Asiana Bistro
New York City Board Of Elections
Made In Asia
Chia Shen Restaurant
Fort Hamilton High School
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.
