Sandy
Jackson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5042321
Investment Advisor
in New York, NY
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About this Advisor

Sandy Jackson is a financial advisor based out of New York, New York, with 13 years of experience as a financial advisor. Jackson currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Banc Of America Investment Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Jackson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Rhode Island and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, New York. It has offices in 2,958 locations and a total of 40,146 financial advisors. It oversees $820 billion in assets under management among its 2,272,151 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 4,667 charitable organizations. Of its 2,272,151 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a number of services, including 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

One Bryant Park
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

Sandy Jackson Work History

Sandy has 13 years of experience.

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2005 - 2009 (4 years)

Banc Of America Investment Services, Inc

Disclosures

Sandy Jackson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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