Jeffrey
Anderson
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jeffrey Anderson is a financial advisor who works in Greenville, South Carolina. Anderson is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Ing Financial Partners, Inc, Transamerica Financial Advisors, Inc, Atlantic Coast Advisory Group, Jeffrey O. Anderson, Palmetto Coast Wealth Management, Lpl Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Cuna Mutual Group, Cuna Brokerage Services, Inc and Accordia Life. Anderson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in South Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It manages $1 trillion in assets between its 2,864,234 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business offers 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. Fees charged by financial advisors typically vary depending on the type of financial services offered. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of any combination 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
Jeffrey Anderson Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Lpl Financial LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
Palmetto Coast Wealth Management
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Transamerica Financial Advisors, Inc
Ing Financial Partners, Inc
Atlantic Coast Advisory Group
Accordia Life
Jeffrey O. Anderson
*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 Jeffrey Anderson 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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