Merrill Lynch, Pierce, Fenner & Smith Inc
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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
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Granville Washington Work History
Granville has been registered as a financial advisor for 1 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
The Vanguard Group, Inc
Tiaa-Cref Individual & Institutional Services, LLC
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
Grand Rapids, MI
Bel Air, MD
New York, NY
New York, NY
San Marcos, TX
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