Michael
Steinrock
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Michael Steinrock is a financial advisor operating in Phoenixville, Pennsylvania who has 1 year of industry experience. Steinrock is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, St. Maximilian Kolbe School, Salesianum High School, Acme Grocery Store, Communications Test Design Inc, All Star Baseball Academy, Instacart, Bank Of America/ Merrill Lynch and Loyola University Maryland. Steinrock holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 employees. It administers $1 trillion in total assets across its 2,864,234 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth clients who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a broad array 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 typically depend on which services are offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised 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
Michael Steinrock Work History
Michael has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America/ Merrill Lynch
Instacart
Communications Test Design Inc
All Star Baseball Academy
Acme Grocery Store
Loyola University Maryland
Salesianum High School
St. Maximilian Kolbe 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 Michael Steinrock 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
Mount Pleasant, SC
Chevy Chase, MD
Jacksonville, FL
Dallas, TX
New York, NY
Lincoln, RI
Napa, CA
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.
