Amy
Emlet

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2613763
Investment Advisor
in York, PA

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About this Advisor

Amy Emlet is a financial advisor operating out of York, Pennsylvania with 13 years of relevant experience. Emlet currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent their whole employment at Merrill Lynch, Pierce, Fenner & Smith Inc. Emlet holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm headquartered in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It administers $1 trillion in assets among its 2,864,234 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has 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 usually depend on which services the firm provides the client. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 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

96 S George St
York, PA 17401

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

PA Average: 88
Total Number of Accounts

2,864,234

PA Average: 3,892
Average Account Size

$381,844

PA 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

Amy Emlet Work History

Amy has been registered as a financial advisor for 13 years.*

1997 - Present (27 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Amy Emlet 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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Victoria Deyo
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