Philip
Dublin
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Philip Dublin is a certified financial planner who works out of Portland, Oregon with 1 year of relevant experience. Dublin is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Edward Jones, Abercrombie & Fitch, Wells Fargo, Coerver Coaching, Inc, Mainstreet Urgent Family Care, Delta State University, University Of Montevallo, Publixs Super Markets, Inc, Jcpenny Company Inc, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, The Finish Line, Jp Morgan Chase Bank LLC, Jp Morgan Chase Bank N.A, Simon Markets, Keel Point, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Dublin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm based out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in total assets between its 2,864,234 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business performs 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 charged by financial advisors are based on which service is offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist 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
Philip Dublin Work History
Philip has been registered as a financial advisor for 1 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Simon Markets
Keel Point, LLC
Jp Morgan Chase Bank LLC
Jp Morgan Chase Bank N.A
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Edward Jones
Edward Jones
Mainstreet Urgent Family Care
Edward Jones
Delta State University
Delta State University
Wells Fargo
Coerver Coaching, Inc
Jcpenny Company Inc
The Finish Line
Abercrombie & Fitch
Publixs Super Markets, Inc
University Of Montevallo
*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 Philip Dublin 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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Chandler, AZ
New York, NY
Westlake, OH
Jacksonville, FL
Stuart, FL
New York, NY
Towson, MD
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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.
