Nicholas
Tieri
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Nicholas Tieri is a financial advisor based in Mckinney, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has previously held positions at Southern Illinois University, World Financial Group, Walgreens, Uber, Texas Family Fitness, The Camp Transformation, Korbyt, Td Ameritrade Inc, Rmg Networks, Charles Schwab & Co, The Sangani Group LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Wealthwave, University Of Arkansas, and Bank Of America, N.A. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Nicholas is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Mckinney, 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
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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
Nicholas Tieri Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
University Of Arkansas
Td Ameritrade Inc
Charles Schwab & Co
The Sangani Group LLC
Texas Family Fitness
The Camp Transformation
Korbyt
Rmg Networks
Uber
World Financial Group
Walgreens
Wealthwave
Southern Illinois University
Disclosures
Please visit the SEC profile of Nicholas Tieri 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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