Warren
Barest

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2314754
Investment Advisor
in New York, NY
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About this Advisor

Warren Barest is a financial advisor who works out of New York, New York, with a total of 25 years in the industry. Barest currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Barest maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, New York. The company has offices in 2,958 locations and a total of 40,146 advisors. It has $820 billion in total assets between its 2,272,151 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. The business provides a wide set 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. Financial management fees vary depending on the type of services offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 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

200 Park Ave
New York, NY 10166

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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

Warren Barest Work History

Warren has 25 years of experience.

2011 - Present (8 years)

Bank Of America,N.A

1993 - Present (26 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Warren Barest has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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