Britt
Byerley

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#3026861
Investment Advisor
in Charlotte, NC
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About this Advisor

Britt Byerley is a certified financial planner operating out of Charlotte, North Carolina, who has 21 years of financial industry experience. Byerley is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Byerley holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business that has its headquarters in Charlotte, North Carolina. The firm has offices in 2,958 locations and a total of 40,146 people on staff. It administers $820 billion in assets under management across its 2,272,151 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number 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 advisory fees usually vary depending on which service is provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

21 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

6000 Fairview Rd
Charlotte, NC 28210

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

NC Average: 88
Total Number of Accounts

2,272,151

NC Average: 3,892
Average Account Size

$360,815

NC 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

Britt Byerley Work History

Britt has 21 years of experience.

2011 - Present (8 years)

Bank Of America,N.A

1997 - Present (22 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Britt Byerley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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