Emilio
Raymond
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Emilio Raymond is a financial advisor based out of Matthews, North Carolina who has 5 years of industry experience. Raymond is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Raymond has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Fifth Third Bank, Suntrust Bank, Wachovia/Wells Fargo and Bank Of America, N.A. Raymond maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company based in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It handles $1 trillion in total assets among its 2,864,234 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a broad set 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. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include 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
Emilio Raymond Work History
Emilio has been registered as a financial advisor for 5 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Fifth Third Bank
Suntrust Bank
Wachovia/Wells Fargo
*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 Emilio Raymond 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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