Hayley
Nelson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6939147
Investment Advisor
in Hendersonville, NC

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About this Advisor

Hayley Nelson is a financial advisor operating out of Hendersonville, North Carolina, with 13 years of financial industry experience. Nelson works at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Charbar7, Olivia'S Chic Boutique, Western Carolina University, Asheville-Buncombe Technical College, Hendersonville High School, Lone Star Steakhouse, Ingles Markets, Pepper Dining and Aramark. Nelson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in Hendersonville, North Carolina. The investment advisory business has offices in 3,270 locations and a total of 36,383 advisors. It manages $962 billion in assets between its 2,529,169 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 4,927 charities and foundations. Of its 2,529,169 accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, including 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. Fees charged by financial advisors usually depend on which services are offered. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

No

Office Location

707 N Main St
Hendersonville, NC 28792

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

NC Average: 88
Total Number of Accounts

2,529,169

NC Average: 3,892
Average Account Size

$380,383

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

Hayley Nelson Work History

Hayley has 13 years of experience.

2016 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Charbar7

2016 - 2016 (< 1 year)

Olivia'S Chic Boutique

2013 - 2016 (3 years)

Western Carolina University

2013 - 2013 (< 1 year)

Pepper Dining

2013 - 2015 (2 years)

Aramark

2011 - 2015 (4 years)

Asheville-Buncombe Technical College

2011 - 2011 (< 1 year)

Lone Star Steakhouse

2011 - 2012 (1 year)

Ingles Markets

2007 - 2011 (4 years)

Hendersonville High School

Disclosures

Hayley Nelson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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