Grace
Marshall
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Grace Marshall is a financial advisor based in San Antonio, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Grace has previously held positions at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Operations Company Inc, Wells Fargo, Domino's Pizza, Stowaway, Campaign for Wendy Davis for Governor, Merrill Lynch, Pierce, Fenner & Smith Inc, Mbank, and Bank of America, N.A. Grace has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Grace is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of San Antonio, Texas. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Grace Marshall Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Mbank
Fidelity Brokerage Services LLC
Fidelity Investments Institutional Operations Company Inc
Wells Fargo
Domino'S Pizza
Campaign For Wendy Davis For Governor
Stowaway
Disclosures
Please visit the SEC profile of Grace Marshall 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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