Steven
Kartchner

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2037539
Investment Advisor
in New York, NY
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About this Advisor

Steven Kartchner is a certified financial planner whose office is in New York, New York. Currently a registered advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accrued 13 years of work experience in the financial advisory industry. Kartchner holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Kartchner is registered to work with clients in Connecticut and Texas. Throughout their career, they have worked at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in New York, New York, and has 2,958 additional locations throughout the country. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets across 2,272,151 client accounts and retains more than 40,146 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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 63, Series 65, Certified Financial Planner

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

75 Rockefeller Plz
New York, NY 10019

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

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

Steven Kartchner Work History

Steven has 13 years of experience.

2011 - Present (8 years)

Bank Of America, N.A

2005 - Present (14 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Steven Kartchner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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