Merrill Lynch, Pierce, Fenner & Smith Inc

Investment Advisor
in Charlotte, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Granville Washington is a financial advisor who works out of Charlotte, North Carolina, with 1 year of relevant experience. Washington works at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Wells Fargo Bank, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lpl Financial, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Pnc Investments, Pnc Bank, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Washington has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets between its 2,864,234 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a broad range 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. Fees for financial management depend on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Office Location

620 S Tryon St
Charlotte, NC 28255

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management


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


NC Average: 88
Total Number of Accounts


NC Average: 3,892
Average Account Size


NC Average: $1,917,921

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

Granville Washington Work History

Granville has been registered as a financial advisor for 1 years.*

2023 - Present (0 year)

Bank Of America, N.A

2022 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Pnc Investments

2018 - 2019 (1 year)

Pnc Bank

2017 - 2018 (1 year)

Pnc Investments

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2015 - 2015 (< 1 year)

Lpl Financial

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2014 - 2014 (< 1 year)

The Vanguard Group, Inc

2014 - 2015 (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2015 (1 year)


2012 - 2014 (2 years)

Wells Fargo Bank

*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.


Please visit the SEC profile of Granville Washington 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

Katelyn Gallagher
Scottsdale, AZ
Jonathan Lash
Grand Rapids, MI
Gerrit Shuffstall
Bel Air, MD
Angela Hansen
New York, NY
William Braude
Charlotte, NC
Anne Rossi
New York, NY
Bryce Witner
Johnston, RI
Andrew Jun
San Marcos, TX

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started