Scott
Biedrycki

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#862387
Investment Advisor
in Charlotte, NC
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About this Advisor

Scott Biedrycki is a certified financial planner and chartered financial consultant based in Charlotte, North Carolina. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Biedrycki has 11 years of work experience. Biedrycki has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Biedrycki can serve investors in North Carolina and Texas. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Charlotte, North Carolina, and operates out of 2,958 other offices across the nation. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 accounts and retains more than 40,146 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 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

13850 Ballantyne Corp Pl
Charlotte, NC 28277

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

NC Average: 88
Total Number of Accounts

2,272,151

NC Average: 3,892
Average Account Size

$360,815

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

Scott Biedrycki Work History

Scott has 11 years of experience.

2009 - Present (10 years)

Bank Of America, N.A

2007 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Scott Biedrycki has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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