Deanne
Steele

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7040891
Investment Advisor
in Lufkin, TX

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About this Advisor

Deanne Steele is a financial advisor operating out of Lufkin, Texas with a total of 4 years of relevant experience. Steele is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America Private Bank. Steele has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 advisors. It handles $1 trillion in total assets between its 2,864,234 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a diverse array 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 typically vary depending on which services the firm provides the client. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

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

4100 S Medford Dr
Lufkin, TX 75901

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

TX Average: 88
Total Number of Accounts

2,864,234

TX Average: 3,892
Average Account Size

$381,844

TX 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

Deanne Steele Work History

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

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2019 (12 years)

Bank Of America Private 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 Deanne Steele 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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Frederick Thielker
Hingham, MA
Eric Anderson
San Jose, CA
Nathaniel Cook
Atlanta, GA
Robert Tanner
Indian Wells, CA
Jorgie Fis
Jacksonville, FL
Meriam Abbo
San Diego, CA
Stefanie Benoit
Newton Lower Falls, MA

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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