Danny
Deborde

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#3199461
Investment Advisor
in Charlotte, NC
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About this Advisor

Danny Deborde is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 14 years of experience in the financial advisory industry. Deborde has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Deborde is registered to act as an advisor in Georgia, North Carolina, South Carolina and Texas. Throughout their career, they have worked at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Charlotte, North Carolina, and has 2,958 other brick-and-mortar locations in the country. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 accounts and retains more than 40,146 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

$797,284,337,467

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

41,217

NC Average: 88
Total Number of Accounts

2,472,247

NC Average: 3,892
Average Account Size

$322,494

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

Danny Deborde Work History

Danny has 14 years of experience.

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - Present (10 years)

Bank Of America,Na

2004 - 2009 (5 years)

Banc Of America Investment Services, Inc

2004 - 2009 (5 years)

Banc Of America Insurance Services, Inc

2004 - 2009 (5 years)

Banc Of America Investment Services, Inc

Disclosures

Danny Deborde has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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