Mitchell
Nini

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6401690
Investment Advisor
in Columbus, OH

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About this Advisor

Mitchell Nini is a financial advisor operating in Columbus, Ohio who has 6 years of relevant experience. Nini is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Nini has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Upper Arlington Bear Club Baseball Association, Upper Arlington High School and Bank Of America, N.A. Nini maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Ohio and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It controls $1 trillion in total assets across its 2,864,234 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a broad array of services, including 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. Financial management fee schedules vary depending on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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

Office Location

8890 Lyra Dr
Columbus, OH 43240

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

OH Average: 88
Total Number of Accounts

2,864,234

OH Average: 3,892
Average Account Size

$381,844

OH Average: $1,917,921

Investment Advisory 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

Mitchell Nini Work History

Mitchell has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Bank Of America, N.A

2014 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2015 (2 years)

Upper Arlington Bear Club Baseball Association

2010 - 2014 (4 years)

Upper Arlington High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mitchell Nini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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

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Scottsdale, AZ
Gary Jones
Pennington, NJ
Mark Wierda
Jacksonville, FL
Steven Crate
Dallas, TX
Daniel Lewis
Atlanta, GA
Anthony Bushman
Rochester, MN
Richard Buckley
Franklin, MA
Thomas Theodore
Lincoln, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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

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