Cheyenne
Baldelli
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Cheyenne Baldelli is a financial advisor operating in Charlotte, North Carolina with a total of 3 years of relevant experience. Baldelli works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Baldelli has held roles at Dunkin Donuts, Naugatuck Valley Savings And Loan, Liberty Bank, Citizens Bank, House Of Bones, Naugatuck High School, Gateway Community College, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Baldelli holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Connecticut, New Hampshire and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm headquartered in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets across its 2,864,234 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, including 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 advice usually depend on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include any combination of 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
Cheyenne Baldelli Work History
Cheyenne has been registered as a financial advisor for 3 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Citizens Bank
Citizens Bank
Liberty Bank
Citizens Bank
Gateway Community College
Naugatuck Valley Savings And Loan
House Of Bones
Naugatuck Valley Savings And Loan
Dunkin Donuts
Naugatuck High School
*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 Cheyenne Baldelli 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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