Brett
Mayne
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Brett Mayne is a financial advisor working out of Exton, Pennsylvania with a total of 2 years of relevant experience. Mayne is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Schmooze Deli, Dlg Residential Property Management LLC, Bank Of America Merrill Lynch, American Eagle Outfitters, Cheltenham High School, St. Joseph'S University, Montgomery County Community College and University Of Tampa. Mayne maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in assets under management among its 2,864,234 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. The business offers a diverse range of services, such as 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 are based on which services the firm provides the client. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can 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
Brett Mayne Work History
Brett has been registered as a financial advisor for 2 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Dlg Residential Property Management LLC
Bank Of America Merrill Lynch
University Of Tampa
American Eagle Outfitters
St. Joseph'S University
Montgomery County Community College
Schmooze Deli
Cheltenham 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 Brett Mayne 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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