Michelle
Glass

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4944271
Investment Advisor
in Dallas, TX

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About this Advisor

Michelle Glass is a financial advisor operating in Dallas, Texas who has 10 years of industry experience. Glass is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent their whole employment at Merrill Lynch, Pierce, Fenner & Smith Inc. Glass holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in total assets among its 2,864,234 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs 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. Fees for financial advice vary depending on the type of financial services provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 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

901 Main St Central Business Review Unit
Dallas, TX 75202

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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

Michelle Glass Work History

Michelle has been registered as a financial advisor for 10 years.*

2013 - Present (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.

Disclosures

Please visit the SEC profile of Michelle Glass 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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Anne Schnuriger
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Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
Jacksonville, FL

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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