Justin
Litzenberger

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6447445
Investment Advisor
in Rock Hill, SC

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About this Advisor

Justin Litzenberger is a financial advisor working out of Rock Hill, South Carolina. Litzenberger works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Litzenberger has worked at Edward Jones, Northland Communications, Suntrust Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Good Mortgage, Roundpoint Mortgage Servicing, Mortgage Investors Group, Nexera Holding LLC Dba Newif Lending, Colten Mortgage, All Western Mortgage and Bank Of America, N.A. Litzenberger holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets across its 2,864,234 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth clients who have at least $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. Fees charged by financial advisors typically vary depending on which service is offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

1710 Heckle Blvd
Rock Hill, SC 29732

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

SC Average: 88
Total Number of Accounts

2,864,234

SC Average: 3,892
Average Account Size

$381,844

SC 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

Justin Litzenberger Work History

Justin has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Bank Of America, N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2022 (< 1 year)

All Western Mortgage

2021 - 2022 (1 year)

Colten Mortgage

2020 - 2021 (1 year)

Nexera Holding LLC Dba Newif Lending

2019 - 2020 (1 year)

Mortgage Investors Group

2018 - 2019 (1 year)

Roundpoint Mortgage Servicing

2017 - 2018 (1 year)

Good Mortgage

2015 - 2017 (2 years)

Edward Jones

2014 - 2015 (1 year)

Northland Communications

2011 - 2014 (3 years)

Suntrust Bank

*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 Justin Litzenberger 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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New York, NY
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Middletown, NY
Anne Schnuriger
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Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
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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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