Kieran
Cannon
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Kieran Cannon is a financial advisor working out of Conshohocken, Pennsylvania, with 1 year of relevant experience. Cannon works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Cannon has worked at Jpmorgan Chase Bank, Na, Stephen James Associates, Hofstra University, Lighthouse Finanical Network, LLC, Wells Fargo Advisors, LLC, Randstad Professionals, Coastal Insurance Consulting, Efficient Advisors, LLC, Ameriprise Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors, Beacon Bridge Wealth Partners and Bank Of America N.A. Cannon maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets under management among its 2,864,234 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. The firm 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. Financial advisory fee schedules usually vary depending on which services are offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend 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
Kieran Cannon Work History
Kieran has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Ameriprise Financial Services, Inc
Beacon Bridge Wealth Partners
Wells Fargo Advisors, LLC
Efficient Advisors, LLC
Jpmorgan Chase Bank, Na
Randstad Professionals
Wells Fargo Advisors
Stephen James Associates
Coastal Insurance Consulting
Lighthouse Finanical Network, LLC
Hofstra University
*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 Kieran Cannon 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
New York, NY
New York, NY
Newport Beach, CA
New York, NY
Jacksonville, FL
Austin, TX
Chevy Chase, MD
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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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.
