Timothy
Anema
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Timothy Anema is a financial advisor working out of New York, New York. Anema works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Associate Staffing, Morgan Stanley, Taverna Costale, Extended Travel, Door Dash, Grub Hub, The Roxy Encinitas, Pf Changs, Nicks In Manhattan Beach, Chilis Bar And Grill, Lyft, Uber, Great American Volleyball, Chilis, Central Loan Administration And Reporting (Cenlar), Power Home Remodeling Group, Wharfside Patio Bar And Grill, Chilis Bar And Grill (Quality Dining), Cheesecake Factory, Wharfside Patio Bar, University Of San Diego, The College Of New Jersey, Nail Polis Inc, Timothy Anema Fitness, Rideshare Creations LLC, Ta Property Consulting, Partial Unemployment (Covid-Related), Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Anema has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets across its 2,864,234 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. The firm offers a number of services, such as 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. Fees for financial advisory services usually depend on which service is offered. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory 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
Timothy Anema Work History
Timothy has been registered as a financial advisor for 0 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Associate Staffing
Morgan Stanley
Taverna Costale
Nail Polis Inc
Timothy Anema Fitness
Extended Travel
Door Dash
Grub Hub
Pf Changs
The Roxy Encinitas
Nicks In Manhattan Beach
The Roxy Encinitas
Pf Changs
Partial Unemployment (Covid-Related)
Pf Changs
University Of San Diego
Lyft
Uber
Great American Volleyball
Chilis Bar And Grill
Lyft
Uber
Rideshare Creations LLC
Chilis Bar And Grill
Uber
Lyft
Chilis
Central Loan Administration And Reporting (Cenlar)
Power Home Remodeling Group
Wharfside Patio Bar And Grill
Chilis Bar And Grill (Quality Dining)
Cheesecake Factory
Wharfside Patio Bar
Ta Property Consulting
The College Of New Jersey
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Anema 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
Scottsdale, AZ
Fairfield, CT
Jacksonville, FL
Darien, CT
Houston, TX
Hingham, MA
Mckinney, TX
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
