Nicholas
Porter
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Nicholas Porter is a financial advisor based out of Hurst, Texas with a total of 1 year of relevant experience. Porter is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Td Ameritrade, Jared The Galleria Of Jewelry, Bbva Usa, Sunglass Hut, Evo Entertainment, Cinemark, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Porter has Series 66 and Series 63 licenses, which qualify them as a securities agent, and can operate in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 advisors. It controls $1 trillion in total assets between its 2,864,234 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs 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. Fees charged by financial advisors are based on the type of services. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Nicholas Porter Work History
Nicholas has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Td Ameritrade
Jared The Galleria Of Jewelry
Jared The Galleria Of Jewelry
Bbva Usa
Jared The Galleria Of Jewelry
Evo Entertainment
Cinemark
Sunglass Hut
Cinemark
*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 Nicholas Porter 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
Scottsdale, AZ
New York, NY
West Islip, NY
Johnston, RI
Houston, TX
San Marcos, TX
New York, NY
Virginia Beach, VA
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.