Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Thomas Craven is an advisor who works in Hendersonville, North Carolina. Currently an advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Craven has 13 years of professional experience as a financial advisor. Craven maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Craven is able to operate based out of North Carolina. Throughout their career, they have worked at Merrill Lynch, Smokey Mountain Funding and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Hendersonville, North Carolina, and operates out of 3,270 other offices throughout the country. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets covering 2,529,169 accounts and retains more than 36,383 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% 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 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
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Thomas Craven Work History
Thomas has 13 years of experience.
Bank Of America, N.A
Smokey Mountain Funding
Thomas Craven has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New York, NY
Vero Beach, FL
Holly Springs, NC
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.