Seung
Yoo

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7092579
Investment Advisor
in Columbus, OH

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About this Advisor

Seung Yoo is a financial advisor based in Columbus, Ohio, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Seung has previously held positions at Us Bank, Heritage Bank, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Kimpton Hotels, Becu (Boeing), Jp Morgan Chase Bank, N.A, Kimpton Hotel, Royal Sonesta Alexis Hotel, Merrill Lynch, Pierce, Fenner & Smith Inc, Hotel Vintage Kimpton Hotel Seattle, Tacoma Community College, and Bank Of America N.A. Seung has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Seung is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Columbus, Ohio. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, 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

$1,271,593,679,276

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

34,934

OH Average: 88
Total Number of Accounts

2,911,578

OH Average: 3,892
Average Account Size

$436,737

OH Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Seung Yoo Work History

2024 - Present (0 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2024 - Present (0 year)

Bank Of America N.A

2021 - Present (3 years)

J.P. Morgan Securities LLC

2021 - Present (3 years)

Jp Morgan Chase Bank, N.A

2023 - 2023 (< 1 year)

Hotel Vintage Kimpton Hotel Seattle

2022 - 2023 (1 year)

Royal Sonesta Alexis Hotel

2021 - 2021 (< 1 year)

Becu (Boeing)

2021 - 2022 (1 year)

Kimpton Hotels

2021 - 2021 (< 1 year)

Kimpton Hotel

2020 - 2022 (2 years)

Tacoma Community College

2019 - 2020 (1 year)

Jpmorgan Chase Bank, N.A

2019 - 2020 (1 year)

J.P. Morgan Securities LLC

2019 - 2020 (1 year)

Kimpton Hotels

2018 - 2019 (1 year)

Heritage Bank

2014 - 2018 (4 years)

Us Bank

Disclosures

Please visit the SEC profile of Seung Yoo 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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Garrett Klekota
San Francisco, CA
Fabio Estrella De Assis
Saint Louis, MO
Rebecca Morello
San Diego, CA
Katharine Tomasino
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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