Michael
Steinrock
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Michael Steinrock is a financial advisor based in Exton, Pennsylvania, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Salesianum High School, Acme Grocery Store, Communications Test Design Inc, All Star Baseball Academy, Instacart, Bank Of America/ Merrill Lynch, and Loyola University Maryland. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Michael is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Exton, Pennsylvania. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Steinrock Work History
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
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.
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