W
Herr

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1433870
Investment Advisor
in New York, NY
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About this Advisor

W Herr is a financial advisor who works out of New York, New York, who has 33 years of financial industry experience. Herr is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. They have been employed by Merrill Lynch, Pierce, Fenner & Smith Inc for their complete career. Herr maintains a Series 63 license, qualifying them as a securities broker, and can operate in Pennsylvania. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based out of New York, New York. The company has offices in 2,958 locations and a total of 40,146 financial advisors. It administers $820 billion in total assets across its 2,272,151 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a diverse array of services, such as 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. Financial advisory fees typically depend on the type of financial services offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

33 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

$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

W Herr Work History

W has 33 years of experience.

1985 - Present (34 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

W Herr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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