Richard
Hidy
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Richard Hidy is a financial advisor based out of Cincinnati, Ohio with a total of 5 years of relevant experience. Hidy is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Hidy has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, General Mills, Inc, Northern Kentucky University, Xavier University Athletics, University Of Notre Dame, University Of Notre Dame'S Scholastic Magazine, Fighting Irish Media, South Bend Sports 95.7 Fm, University Of Notre Dame'S Media Relations Department, Target Corp, South Bend Silver Hawks, Xavier University and Bank Of America, N.A. Hidy holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Kentucky, Ohio and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in assets among its 2,864,234 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs 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 advisory fees typically are based on the type of services offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Richard Hidy Work History
Richard has been registered as a financial advisor for 5 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northern Kentucky University
Xavier University Athletics
General Mills, Inc
South Bend Sports 95.7 Fm
Xavier University
University Of Notre Dame'S Scholastic Magazine
Target Corp
South Bend Silver Hawks
Fighting Irish Media
University Of Notre Dame
University Of Notre Dame'S Media Relations Department
University Of Notre Dame
*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 Richard Hidy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
