Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Lawrence Gleason is a financial advisor based out of Pittsburgh, Pennsylvania, who has 26 years of financial industry experience. Gleason is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Gleason has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Gleason maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in 3,374 locations and a total of 34,906 advisors. It handles $1 trillion in assets across its 2,825,602 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 5,339 charitable organizations. Of its 2,825,602 accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. 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. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Lawrence Gleason Work History
Lawrence has 26 years of experience.
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Lawrence Gleason has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New Caney, TX
Saint Petersburg, FL
Los Angeles, CA
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