Walter
Juarez

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6606679
Investment Advisor
in Brentwood, TN

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About this Advisor

Walter Juarez is a financial advisor based in Brentwood, Tennessee who has 4 years of industry experience. Juarez works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Juarez has held roles at Country Capital Management Company, Sears Holdings Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Westminster College. Juarez maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Tennessee and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It handles $1 trillion in assets among its 2,864,234 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc 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. A financial advisor's fee schedules vary depending on the financial services. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

201 Franklin Rd
Brentwood, TN 37027

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

TN Average: 88
Total Number of Accounts

2,864,234

TN Average: 3,892
Average Account Size

$381,844

TN 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

Walter Juarez Work History

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

2018 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - Present (6 years)

Bank Of America, N.A

2016 - 2018 (2 years)

Country Capital Management Company

2013 - 2016 (3 years)

Sears Holdings Corporation

2012 - 2014 (2 years)

Westminster College

*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 Walter Juarez 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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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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