Lawrence
Gleason

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1499151
Investment Advisor
in Pittsburgh, PA

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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

Series 63, Series 65

Years of Experience

26 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

Disclosures

No

Office Location

600 Grant St
Pittsburgh, PA 15219

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,283,837,699,073

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

34,906

PA Average: 88
Total Number of Accounts

2,825,602

PA Average: 3,892
Average Account Size

$454,359

PA Average: $1,917,921

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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
  • Other

Lawrence Gleason Work History

Lawrence has 26 years of experience.

2009 - Present (14 years)

Bank Of America, Na

1996 - Present (27 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Lawrence Gleason has no disclosures.

Please visit their SEC profile for more details.

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Rodney Johnson
Bridgewater, NJ
Kevin Rotolo
Slidell, LA
Shari Lynne
Saint Petersburg, FL
Matthew Spring
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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.

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