Charles
Meder

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7528450
Investment Advisor
in Garner, NC

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About this Advisor

Charles Meder is a financial advisor based in Garner, North Carolina with 1 year of relevant experience. Meder works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Meder has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Advanced Poly Packaging, Macomb Group, Interval Brotherhood Home, Integrity Energy, Mucky Duck Brewery, Prime 93 Steakhouse, The Lockview, Ohio Brewing Company, Unispan Usa, M Italian, Kent State University, Cedar Creek Grille, Rosewood Grill, Country Club Of Hudson and Bank Of America, N.A. Meder holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm operating out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 employees. It controls $1 trillion in total assets between its 2,864,234 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs 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. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Office Location

547 Benson Rd
Garner, NC 27529

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NC Average: 88
Total Number of Accounts

2,864,234

NC Average: 3,892
Average Account Size

$381,844

NC Average: $1,917,921

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

Charles Meder Work History

Charles has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America, N.A

2018 - 2022 (4 years)

Advanced Poly Packaging

2017 - 2018 (1 year)

Macomb Group

2017 - 2017 (< 1 year)

Interval Brotherhood Home

2017 - 2017 (< 1 year)

Integrity Energy

2016 - 2017 (1 year)

Mucky Duck Brewery

2016 - 2016 (< 1 year)

Prime 93 Steakhouse

2016 - 2016 (< 1 year)

The Lockview

2016 - 2016 (< 1 year)

Ohio Brewing Company

2015 - 2015 (< 1 year)

Unispan Usa

2015 - 2015 (< 1 year)

M Italian

2014 - 2014 (< 1 year)

Cedar Creek Grille

2013 - 2021 (8 years)

Kent State University

2013 - 2014 (1 year)

Rosewood Grill

2013 - 2013 (< 1 year)

Country Club Of Hudson

*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 Charles Meder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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