Thomas
Craven

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4868532
Investment Advisor
in Hendersonville, NC

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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

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

Thomas Craven Work History

Thomas has 13 years of experience.

2012 - Present (9 years)

Bank Of America, N.A

2011 - Present (10 years)

Merrill Lynch

2007 - 2011 (4 years)

Smokey Mountain Funding

Disclosures

Thomas Craven has no disclosures.

Please visit their SEC profile for more details.

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

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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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