Ty
Wilkinson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2148206
Investment Advisor
in York, PA

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About this Advisor

Ty Wilkinson is a financial advisor working out of York, Pennsylvania with 4 years of industry experience. Wilkinson works at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Wilkinson has held roles at Santander Bank, Na, Santander Securities, LLC, Bank Of America N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Wilkinson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in assets across its 2,864,234 client accounts, placing it among the biggest 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 investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a broad assortment 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 vary depending on the type of services provided. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Office Location

96 S George St
York, PA 17401

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

PA Average: 88
Total Number of Accounts

2,864,234

PA Average: 3,892
Average Account Size

$381,844

PA Average: $1,917,921

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

Ty Wilkinson Work History

Ty has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bank Of America N.A

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2019 (7 years)

Santander Securities, LLC

2009 - 2019 (10 years)

Santander Bank, Na

*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 Ty Wilkinson 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

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Scottsdale, AZ
Michael Scott
Spring Lake, NC
Eric Monaghan
Stuart, FL
Christine Curtis
Chattanooga, TN
Lurenzo Macklin
Houston, TX
Michael Gaffney
Chesterfield, MO
Zach Kirby
Miami, FL
Steven Pawlowski
Stamford, CT

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.

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