Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Robert Thomas is a financial advisor who works out of Mckinney, Texas, who has been in the industry for 10 years. Thomas is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Coursetreands, Inc and Bank Of America, N.A. Thomas has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in Mckinney, Texas. The company has offices in 3,374 locations and a total of 34,906 employees. It administers $1 trillion in total assets across its 2,825,602 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 5,339 charities and foundations. Of its 2,825,602 customer accounts, just 9% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers 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 charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Robert Thomas Work History
Robert has 10 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Robert Thomas has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New Caney, TX
Newport News, VA
New York, NY
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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