John
Barrett
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
John Barrett is a financial advisor operating in Oklahoma City, Oklahoma with a total of 1 year of industry experience. Barrett is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Barrett has gained experience at University Of Oklahoma, Edmond Santa Fe High School, Robert Lewis & Associates, Department Of Family Medicine, Circle 9 Resources, Equitable Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Barrett maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Oklahoma and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It manages $1 trillion in total assets among its 2,864,234 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth clients who have at least $1 million in assets. The business provides a number 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. Fees for financial advisory services usually depend on the type of services offered. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include 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
John Barrett Work History
John has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Equitable Advisors, LLC
Circle 9 Resources
University Of Oklahoma
Department Of Family Medicine
Robert Lewis & Associates
Edmond Santa Fe 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 John Barrett 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
Scottsdale, AZ
Beaumont, TX
Saint Petersburg, FL
Minneapolis, MN
Chattanooga, TN
Miami, FL
Chesterfield, MO
Milwaukee, WI
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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