Michael
Mason
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Michael Mason is an investment advisor whose office is in Holly Springs, North Carolina. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Mason has 10 years of professional experience. Mason holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Mason can work with customers in North Carolina and Texas. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Mellow Mushroom, Chico'S, Jimmy Johns, Rosati'S, Pitt Community College, East Carolina University, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Holly Springs, North Carolina, and has 3,270 additional brick-and-mortar locations in the United States. As an advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets across 2,529,169 client accounts and retains more than 36,383 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$962,052,205,321
36,383
2,529,169
$380,383
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Michael Mason Work History
Michael has 10 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Brokerage Services LLC
Mellow Mushroom
Chico'S
East Carolina University
Jimmy Johns
Rosati'S
Pitt Community College
Disclosures
Michael Mason has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Chandler, AZ
Henderson, NV
Pennington, NJ
Concord, CA
New York, NY
Vero Beach, FL
Holly Springs, NC
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.