Sharon
Zeleznik

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#724323
Investment Advisor
in Great Neck, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sharon Zeleznik is a financial advisor based in Great Neck, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Sharon has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Sharon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Sharon is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Great Neck, 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

805 Northern Blvd
Great Neck, NY 11021

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

NY Average: $7,464,549,021
Total Number of Employees

34,934

NY Average: 88
Total Number of Accounts

2,911,578

NY Average: 3,892
Average Account Size

$436,737

NY Average: $1,917,921

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

Sharon Zeleznik Work History

2009 - Present (15 years)

Bank Of America, Na

1980 - Present (44 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sharon Zeleznik 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

Katelyn Gallagher
Scottsdale, AZ
Amanda Stimon
Pennington, NJ
Joseph Duffy
Mamaroneck, NY
Joseph Toye
Atlanta, GA
Andy Trinidad
New York, NY
Andrew Vawter
Walnut Creek, CA
Joseph Klemencic
Scottsdale, AZ
Antonio Arlia
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started