Elizabeth
Tanos-Priest

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2336127
Investment Advisor
in Charlotte, NC
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About this Advisor

Elizabeth Tanos-Priest is a financial advisor based in Charlotte, North Carolina. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Tanos-Priest has 12 years of professional experience in the financial advisory industry. Tanos-Priest holds Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Tanos-Priest is registered to work with customers in North Carolina and Texas. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Metlife. Merrill Lynch, Pierce, Fenner & Smith Inc is located in Charlotte, North Carolina, and has 2,958 additional brick-and-mortar locations in the country. In aggregate, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 client accounts and retains more than 40,146 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

12 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

Yes

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

Elizabeth Tanos-Priest Work History

Elizabeth has 12 years of experience.

2012 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - Present (7 years)

Bank Of America, N.A

2006 - 2012 (6 years)

Metlife

Disclosures

Elizabeth Tanos-Priest has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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