Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Judith Wuntch is a financial advisor working out of Houston, Texas with a total of 10 years of relevant experience. Wuntch currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent their whole career at Merrill Lynch, Pierce, Fenner & Smith Inc. Wuntch holds a Series 63 license, certifying them as a securities agent, and is registered to advise clients in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in assets across its 2,864,234 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% belong to 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, such as 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. Financial management fees largely depend on which services the firm provides the client. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Judith Wuntch Work History
Judith has been registered as a financial advisor for 10 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
*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.
Please visit the SEC profile of Judith Wuntch 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
New York, NY
Los Angeles, CA
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