Gary
Surian
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Gary Surian is a financial advisor who works out of High Point, North Carolina who has 3 years of industry experience. Surian is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Fidelity Brokerage Services LLC, Konica Minolta, United States Navy, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Surian maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm based out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in total assets across its 2,864,234 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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 management fees vary depending on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may 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
Gary Surian Work History
Gary has been registered as a financial advisor for 3 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Fidelity Brokerage Services LLC
Konica Minolta
United States Navy
*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 Gary Surian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Newport Beach, CA
Lincoln, RI
New York, NY
New York, NY
Newport Beach, CA
Vienna, VA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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